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MW

Matthew D. Wilson

STOREN FINANCIAL
ZIONSVILLE, IN 46077
CRD#: 5012978
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MW
Matthew D WilsonSTOREN FINANCIAL

Professional summary

Matthew D Wilson, who also goes by Matthew David Wilson, is a registered financial advisor currently at STOREN FINANCIAL located in Zionsville, Indiana.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew David 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew D Wilson's CRS (Customer Relationship Summary).
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

April 15, 2026 - Present

STOREN FINANCIAL

Office #1: 1120 W Oak St Suite 200, Zionsville, IN 46077
RIA
CRD#: 339197
ZIONSVILLE, IN
Past

December 8, 2006 - July 28, 2008

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
FISHERS (INDIANAPOLIS), IN

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
Indiana
(4/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/15/2026
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/8/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/7/2006
General Securities Representative Examination

Current Firm

SF
STOREN FINANCIAL
STOREN FINANCIAL | STOREN LEGACY PARTNERS, LLC

CRD#: 339197 / SEC#: 801-134761

RIA
Registered Investment Advisory firm - (11/21/2025 120-Day Approval)
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Contact information

Main Address
1120 W Oak St Suite 200, Zionsville, IN 46077
Mailing Address
Phone number
(317) 733-1000
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STOREN FINANCIAL ADV PART 2 (11/20/2025)
0

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.

Company Information

STOREN FINANCIAL

CRD#: 339197Zionsville, IN 46077

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