Matt E. Myers

BAGBY WEALTH MANAGEMENT

Dexter, MO 63841

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CRD#: 7986598

Professional summary

Matt Eli Myers, who also goes by Matt Myers, is a registered financial advisor currently at BAGBY WEALTH MANAGEMENT located in Dexter, Missouri.

Matt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Matt has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Myers

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 Matt Eli Myers'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

September 20, 2024 - Present

BAGBY WEALTH MANAGEMENT

Office #1: 302 North Walnut, Dexter, MO 63841

RIA

CRD#: 117828

Dexter, 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
(9/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/16/2024

Uniform Investment Adviser Law Examination

Current Firm

BAGBY WEALTH MANAGEMENT

BAGBY INVESTMENT CONSULTANTS | BAGBY, JERRY MICHAEL | BAGBY WEALTH MANAGEMENT | BAGBY INVESTMENT CONSULTANTS, LLC

CRD#: 117828 / SEC#:

Kansas

Registered Investment Advisory firm - (12/4/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (1/3/2018 Terminated)

Missouri

Registered Investment Advisory firm - (11/6/1995 Approved)

Texas

Registered Investment Advisory firm - (11/20/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

302 North Walnut, Dexter, MO 63841

Mailing Address

Phone number

(573) 624-4771

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	297
AUM (Assets Under Management)	$ 44,299,712

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.

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Matt E. Myers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matt Eli Myers's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAGBY WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2024

Current Firm

BAGBY WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BAGBY WEALTH MANAGEMENT

TRUST BUT VERIFY

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