Matthew M. Bickley

FREEDOM WEALTH ADVISORS

Lees Summit, MO 64063

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CRD#: 6927317

Professional summary

Matthew M Bickley is a registered financial advisor currently at FREEDOM WEALTH ADVISORS, LLC located in Lees Summit, Missouri.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Name: Apollo Insurance Group Location: 330 SE Douglas St. Lees Summit, MO 64063 Investment Related Business: No, health insurance brokerage. Title: Director of Operations Position: Operations Department Start Date: November of 2020 Number of hours currently worked/week during trading hours: 40 hrs/week Role/duties: Oversee the operations department

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew M Bickley'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

April 19, 2024 - Present

FREEDOM WEALTH ADVISORS, LLC

Office #1: 110 Sw 3rd Street, Lees Summit, MO 64063

RIA

CRD#: 154270

Lees Summit, MO

Past

April 5, 2019 - May 28, 2020

TRIUNE FINANCIAL PARTNERS, LLC

RIA

CRD#: 152277

OVERLAND PARK, KS

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

Missouri
(4/19/2024)

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Exams

State Security Law Exam

IAR

Series 65

Date: 4/5/2019

Uniform Investment Adviser Law Examination

Current Firm

FREEDOM WEALTH ADVISORS, LLC

CRD#: 154270 / SEC#:

Kansas

Registered Investment Advisory firm - (11/9/2010 Approved)

Missouri

Registered Investment Advisory firm - (7/20/2010 Approved)

Texas

Registered Investment Advisory firm - (8/24/2016 Conditional Restricted)

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Contact information

Main Address

110 Sw 3rd St, Lee's Summit, MO 64082

Mailing Address

4005 Sw Reef Point Ln, Lee's Summit, MO 64082

Phone number

(816) 820-7900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	306
AUM (Assets Under Management)	$ 99,370,000

Red Flags

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

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Matthew M. Bickley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew M Bickley's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM WEALTH ADVISORS, LLC

TRIUNE FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2019

Current Firm

FREEDOM WEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEDOM WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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