MW
Matthew D. Wilson
KEEN WEALTH ADVISORS
Overland Park, KS 66210
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CRD#: 4531423
MW
Professional summary
Matthew David Wilson, CFP®, who also goes by Matt Wilson, Matthew D Wilson, is a registered financial advisor currently at KEEN WEALTH ADVISORS located in Overland Park, Kansas and PURSHE KAPLAN STERLING INVESTMENTS located in Overland Park, Kansas.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 3 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Wilson | Matthew D Wilson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) KEEN WEALTH ADVISORS. INVESTMENT RELATED. RIA. 7500 COLLEGE BLVD., SUITE 1000, OVERLAND PARK, KS 66210. PRESIDENT/CCO/CIO/IAR. START DATE 05/2014 TO PRESENT. 120 HRS/MO. INTERFACING WITH CLIENTS REGARDING THEIR INVESTMENT AND FINANCIAL PLANNING NEEDS AND THE OPERATION PROCEDURES THAT GO ALONG WITH THAT. SPENDS 160 HRS/MONTH ON THIS ACTIVITY. 2) Purshe Kaplan Sterling Investments (PKS) - Registered Representative- 4/2008-Present. Investment related. 80 State Street Albany, NY 12211. Spends less than 1 hour/month on this activity during trading hours. 3) PKS Financial. Investment related-80 State Street, Albany, NY 12207-Insurance-Agent-2014-1 hr/mth-100% during trading hrs-Primarily offer fixed insurance & LTC insurance to clients. 4) Matthew Wilson is 7.5% owner of KWMG, LLC d/b/a Keen Wealth Advisors as of June 30, 2023 through a subsidiary, MDW Holdings, LLC. Matthew Wilson is the owner of MDW Holdings, LLC since 12/2009. Not Investment Related. 8008 Forest Park Drive, Parkville, MO 64152. 5) More Camber LLC; Not Investment Related; 12705 Richards St. Overland Park KS 66213; Automobile Ownership; Member; 06/2021; 1hr/mo; 0 hrs during trading; I will be co-owner of the vehicle that is purchased and will drive the purchased vehicle at the race track with other members of the LLC. 6) MDW Racing LLC. Not Investment Related. Located at: 8008 Forest Park Drive, Parkville, MO 64152. Automobile Ownership. Member / Sole Owner. Start: 10/2022. 1 hr/month; none during trading hours. Will own, drive and rent out the car. 7) Road Motorsport LLC; Not Investment Related; Located at: 8008 Forest Park Drive, Parkville, MO 64152; Owner; Start: 11/2022. 1 hr/month; none during trading hours. This LLC is used to organize and rent non-racing driving events at road racing tracks.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew David Wilson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 23, 2014 - Present
KEEN WEALTH ADVISORS
Office #1: 7500 College Blvd., Suite 1000, Overland Park, KS 66210RIA
CRD#: 170293
Overland Park, KS
Current
May 23, 2014 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 7500 College Blvd Suite 1000, Overland Park, KS 66210BD
CRD#: 35747
Overland Park, KS
Past
February 14, 2005 - May 30, 2014
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
KANSAS CITY, MO
Past
October 15, 2004 - May 30, 2014
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
KANSAS CITY, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KW
KEEN WEALTH ADVISORS
KEEN WEALTH ADVISORS | KWMG, LLC
CRD#: 170293 / SEC#: 801-79725
RIA
Registered Investment Advisory firm - (5/23/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/23/2014)
RR
Colorado(5/23/2014)
RR
Illinois(11/1/2021)
RR
Kansas(5/23/2014)
IAR
Kansas(5/23/2014)
RR
Minnesota(5/23/2014)
RR
Missouri(5/23/2014)
RR
Nevada(5/23/2014)
RR
North Carolina(11/1/2021)
RR
Oklahoma(10/18/2023)
RR
Texas(5/23/2014)
IAR
Texas(8/5/2019)
RR
Washington(10/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KW
KEEN WEALTH ADVISORS
KEEN WEALTH ADVISORS | KWMG, LLC
CRD#: 170293 / SEC#: 801-79725
RIA
Registered Investment Advisory firm - (5/23/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7500 College Blvd., Suite 1000, Overland Park, KS 66210
Mailing Address
Phone number
(913) 624-1841
Established
Firm type
Fiscal year end
# of Employees
29
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,605 |
| AUM (Assets Under Management) | $ 1,040,995,987 |
Red Flags
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Company Information
KEEN WEALTH ADVISORS
CRD#: 170293Overland Park, KS 66210TRUST BUT VERIFY
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