AM
Andrew S. Matz
OAK ROAD WEALTH MANAGEMENT
Lee's Summit, MO
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CRD#: 7856180
AM
Professional summary
Andrew Scott Matz is a registered financial advisor currently at OAK ROAD WEALTH MANAGEMENT located in Lee's Summit, Missouri.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 1 firm 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Scott Matz'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
July 15, 2025 - Present
OAK ROAD WEALTH MANAGEMENT
RIA
CRD#: 284446
Lee's Summit, MO
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(7/15/2025)
Current Firm
OR
OAK ROAD WEALTH MANAGEMENT
OAK ROAD WEALTH | SHEPARD WEALTH MANAGEMENT, LLC | OAK ROAD WEALTH MANAGEMENT
CRD#: 284446 / SEC#:
Arizona
Registered Investment Advisory firm - (8/20/2025 Approved)Missouri
Registered Investment Advisory firm - (9/20/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Lee's Summit, MO
Mailing Address
Phone number
(816) 721-9188
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 103 |
| AUM (Assets Under Management) | $ 60,662,089 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
