MU
Matthew T. Urban
AEGIS WEALTH MANAGEMENT
Overland Park, KS 66213
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CRD#: 7033121
MU
Professional summary
Matthew Tyler Urban, who also goes by Matt Urban, is a registered financial advisor currently at AEGIS WEALTH MANAGEMENT, INC. located in Overland Park, Kansas.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Matthew has worked at 3 firms and has passed the Series 65, Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Urban
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.
1.) True Peace Financial Solutions; Investment-related; Overland Park, KS; Nature of business: Financial Planning; Position: Client Service Advisor; Employee; Start date: 09/11/2023; Approximately 172 hours/month devoted to this business with most hours devoted during securities trading hours. 2.) Independent Insurance agent; Investment-related; Olathe, Kansas; Insurance producer: Life and Accident & Health or Sickness ; Start date: 08/04/2020; Approximately 83 to 100 hours/month devoted to this business with most hours during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Tyler Urban'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®
NoneExperience
Current
November 6, 2024 - Present
AEGIS WEALTH MANAGEMENT, INC.
Office #1: 7450 W 130th Street Suite 150, Overland Park, KS 66213RIA
CRD#: 301990
Overland Park, KS
Past
July 2, 2019 - April 6, 2020
MOLONEY SECURITIES ASSET MANAGEMENT LLC
RIA
CRD#: 282448
Kansas City, MO
Past
April 1, 2019 - April 6, 2020
MOLONEY SECURITIES CO., INC.
BD
CRD#: 38535
MANCHESTER, MO
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".
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
RIA
Registered Investment Advisory firm - (8/13/2019 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(11/6/2024)
IAR
Missouri(11/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/21/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AW
AEGIS WEALTH MANAGEMENT, INC.
AEGIS WEALTH MANAGEMENT | WILKINSON FINANCIAL | TRUMAN AND ASSOCIATES INC. | STRATEGIES FOR WEALTH MANAGEMENT LLC | STEWART WEALTH ADVISORS | SIMPLIFY ENTERPRISES LLC | PIER FINANCIAL GROUP | PHOENIX FINANCIAL GROUP LLC | OAKWAY FINANCIAL LLC | MINDIE MOLINA & INVESTMENTS & INSURANCE | CROWN HAVEN WEALTH MANAGEMENT LLC | AMERICAN LIBERTY FINANCIAL NETWORK | ALLEGIANT FINANCIAL SALES GROUP LLC | AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990 / SEC#: 801-117179
RIA
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Contact information
Main Address
317 State Street, Guthrie Center, IA 50115
Mailing Address
Phone number
(833) 483-8383
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,538 |
| AUM (Assets Under Management) | $ 175,971,164 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
AEGIS WEALTH MANAGEMENT, INC.
CRD#: 301990Overland Park, KS 66213TRUST BUT VERIFY
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