Matthew Davis, financial advisor Leawood KS

Matthew Davis

CRD Number: 4638226
Current Firm: Davis Financial Management, Inc.

Matthew Davis (CRD# 4638226) is an Investment Advisor Representative working at Davis Financial Management, Inc. in Leawood, KS and has over 21 years of experience in the finance industry.

Similar Advisors
James Claiborne, financial advisor Leawood KS
James C. Claiborne
CRD# 2074636
Financial Partners Group, Inc.
Similar Advisors
Glenn Able, financial advisor Leawood KS
Glenn P. Able
CRD# 1380183
Creative Planning
Similar Advisors
Michael Abramson, financial advisor Leawood KS
Michael N. Abramson
CRD# 5216324
Mariner Wealth
Professional Designations
Company Name Location Dates Years
Davis Financial Management, LLC Leawood, KS Feb 2007 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2003
Contact Info for Matthew W. Davis
Phone Number: (913) 890-7279
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    110
    MILLIONS
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $549,030
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

KS, TX

Ready to hire a financial advisor? Get competitive proposals from Matthew Davis and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.