MA

Matthew P. Ahrens

MN WEALTH ADVISORS
Overland Park, KS 66211
Some features on this profile are disabled
CRD#: 5308493
MA

Professional summary


Matthew Paul Ahrens, CIMA®, who also goes by Matt Ahrens, is a registered financial advisor currently at MN WEALTH ADVISORS, LLC located in Overland Park, Kansas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Matt Ahrens

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 Paul Ahrens'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®

Experience


Current

February 22, 2023 - Present

MN WEALTH ADVISORS, LLC

Office #1: 6800 W 115th Street Suite 3511, Overland Park, KS 66211
RIA
CRD#: 322617
Overland Park, KS
Past

November 5, 2015 - November 7, 2023

INTEGRITY ADVISORY, LLC

RIA
CRD#: 133413
OVERLAND PARK, KS
Past

March 27, 2007 - June 3, 2015

SECURITY DISTRIBUTORS

BD
CRD#: 3336
TOPEKA, KS

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".
MW
MN WEALTH ADVISORS, LLC
MN WEALTH ADVISORS, LLC

CRD#: 322617 / SEC#: 801-126395

RIA
Registered Investment Advisory firm - (8/15/2022 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.

Highlighted states indicate IAR registrations

IAR
Kansas
(2/22/2023)
IAR
Texas
(2/23/2023)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MW
MN WEALTH ADVISORS, LLC
MN WEALTH ADVISORS, LLC

CRD#: 322617 / SEC#: 801-126395

RIA
Registered Investment Advisory firm - (8/15/2022 Approved)
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Contact information


Main Address
6800 W 115th Street Suite 3511, Overland Park, KS 66211
Mailing Address
Phone number
(913) 897-2074
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (7 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts1,123
AUM (Assets Under Management)$ 330,421,054

Red Flags


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

Company Information


MN WEALTH ADVISORS, LLC

CRD#: 322617Overland Park, KS 66211

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