Matthew W. Mckeown

PEARL WEALTH GROUP

CALEDONIA, MI 49316

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CRD#: 4569178

Professional summary

Matthew William Mckeown SR., who also goes by Matthew W Mckeown, Matthew William Mckeown, is a registered financial advisor currently at PEARL WEALTH GROUP located in Caledonia, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew W Mckeown | Matthew William Mckeown

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.

Matthew William Mckeown is a licensed insurance agent in Florida; Investment related: yes; Location:10524 Greencrest DriveTampa Fl; Description: He is an insurance agent in the state of Florida and other states. He uses this license to offer life insurance, Medicare, annuities, etc.; Start Date: 2024-01-01; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of yearly compensation expected to be derived from the business: 30.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Mckeown SR.'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®

None

Experience

Current

February 20, 2024 - Present

PEARL WEALTH GROUP

Office #1: 9339 Cherry Valley Ave Se #42, Caledonia, MI 49316

RIA

CRD#: 326283

CALEDONIA, MI

Past

June 27, 2019 - February 1, 2024

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

RIA

CRD#: 187519

TAMPA, FL

Past

May 20, 2016 - December 31, 2018

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

Tampa, FL

Past

April 14, 2010 - May 24, 2016

QUESTAR CAPITAL CORPORATION

CRD#: 43100

ST. PETERSBURG, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(2/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/13/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/13/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/12/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PEARL WEALTH GROUP

PEAR WEALTH GROUP, LLC | PEARL WEALTH GROUP, LLC | PEARL WEALTH GROUP

CRD#: 326283 / SEC#:

California

Registered Investment Advisory firm - (5/2/2025 Approved)

Florida

Registered Investment Advisory firm - (7/31/2023 Approved)

Louisiana

Registered Investment Advisory firm - (6/26/2024 Approved)

Michigan

Registered Investment Advisory firm - (5/6/2025 Approved)

Missouri

Registered Investment Advisory firm - (9/11/2024 Approved)

New York

Registered Investment Advisory firm - (7/19/2024 Approved)

Ohio

Registered Investment Advisory firm - (6/10/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (10/9/2024 Approved)

Texas

Registered Investment Advisory firm - (4/18/2023 Conditional Restricted)

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Contact information

Main Address

9339 Cherry Valley Ave Se #42, Caledonia, MI 49316

Mailing Address

Phone number

(616) 726-2090

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	427
AUM (Assets Under Management)	$ 61,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Matthew W. Mckeown

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Mckeown SR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PEARL WEALTH GROUP

SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC

G.F. INVESTMENT SERVICES, LLC

QUESTAR CAPITAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2019

Series 63

Date: 3/13/2014

SIE

Date: 10/1/2018

Series 6

Date: 4/12/2010

Current Firm

PEARL WEALTH GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PEARL WEALTH GROUP

TRUST BUT VERIFY

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