Matthew W. Davis
DAVIS FINANCIAL MANAGEMENT
LEAWOOD, KS 66224
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CRD#: 4638226
Professional summary
Matthew William Davis, CFP®, who also goes by Matt William Davis, is a registered financial advisor currently at DAVIS FINANCIAL MANAGEMENT, INC. located in Leawood, Kansas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Matthew has worked at 2 firms and has passed the Series 65 exam.
Biography
Matthew W. Davis CFP®, CPA is the Founder and President of Davis Financial Management, Inc. (DFM) located in Leawood, Kansas. Prior to founding DFM, Matt started his career by developing his business and financial planning skills at an international accounting firm and a fee-only planning firm. Matt spent over eight years at the international accounting firm of KPMG, LLP. As a senior audit manager with KPMG, Matt worked extensively in the financial services industry with numerous banking, thrift, mutual fund, investment management and investment banking clients. His main duties consisted of overseeing the planning, execution, and reporting of audits for both public and private companies. In 2002, Matt joined Cain Watters & Associates, providing personal financial planning services to self-employed individuals, primarily dentists and health care professionals. These personal financial planning services included retirement planning, investment analysis and advice, pension structuring, tax planning, estate planning, business valuations and practice transitions. Matt graduated Magna Cum Laude from Kansas State University with a Bachelor of Science in Business Administration as an Accounting Major. He also received a Masters of Accountancy from Kansas State University. Matt is a Certified Financial Planner (CFP®), Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS).
Question & Answer
What are your service offerings?
Small Business Planning
Retirement Planning
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Business Owners
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Matt William Davis
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew William Davis'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®
CFP®
Start date: 2008
Experience
Current
June 14, 2007 - Present
DAVIS FINANCIAL MANAGEMENT, INC.
Office #1: 4901 W 136th Street, Leawood, KS 66224RIA
CRD#: 143410
LEAWOOD, KS
Past
March 27, 2003 - June 8, 2007
CAIN, WATTERS & ASSOCIATES, LLC
RIA
CRD#: 111521
DALLAS, TX
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".
DAVIS FINANCIAL MANAGEMENT, INC.
DAVIS FINANCIAL MANAGEMENT, INC. | DAVIS FINANCIAL MANAGEMENT, LLC
CRD#: 143410 / SEC#: 801-129578
RIA
Registered Investment Advisory firm - (2/28/2024 Approved)Kansas
Registered Investment Advisory firm - (3/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (3/4/2024 Terminated)Texas
Registered Investment Advisory firm - (3/4/2024 Terminated)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
Kansas(6/14/2007)
IAR
Texas(1/23/2008)
Current Firm
DAVIS FINANCIAL MANAGEMENT, INC.
DAVIS FINANCIAL MANAGEMENT, INC. | DAVIS FINANCIAL MANAGEMENT, LLC
CRD#: 143410 / SEC#: 801-129578
RIA
Registered Investment Advisory firm - (2/28/2024 Approved)Kansas
Registered Investment Advisory firm - (3/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (3/4/2024 Terminated)Texas
Registered Investment Advisory firm - (3/4/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7381 W. 133rd Street Suite 226, Overland Park, KS 66213
Mailing Address
Phone number
(913) 890-7279
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 227 |
| AUM (Assets Under Management) | $ 125,562,000 |
Red Flags
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Company Information
DAVIS FINANCIAL MANAGEMENT, INC.
CRD#: 143410Leawood, KS 66224TRUST BUT VERIFY
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