Matthew Lyon (CRD# 5242333) is an Investment Advisor Representative working at Zenith Advisory Group, LLC in Union, KY and has over 17 years of experience in the finance industry. Matthew Lyon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zenith Advisory Group, LLC | Miamisburg, OH | Oct 2021 - Current | 2 |
| Guardian Life Insurance | Union, KY | Jul 2019 - Sep 2021 | 2 |
| Park Avenue Securities | Union, KY | Jul 2019 - Sep 2021 | 2 |
| Guardian Life Insurance Co Of America | Clive, IA | Aug 2018 - Jun 2019 | < 1 |
| Park Avenue Securities, LLC | Clive, IA | Aug 2018 - Jun 2019 | < 1 |
| Guardian Life Insurance Company | North Liberty, IA | Aug 2018 - Jun 2019 | < 1 |
| Park Avenue Securities | North Liberty, IA | Aug 2018 - Jun 2019 | < 1 |
| Lyon Wealth Strategies | Clive, IA | Mar 2018 - May 2019 | 1 |
| Eagle Strategies LLC | Pella, IA | Apr 2011 - Aug 2018 | 7 |
| Nylife Securities, Inc. | West Des Moines, IA | Dec 2006 - Aug 2018 | 11 |
| New York Life Insurance Company | West Des Moines, IA | Oct 2006 - Aug 2018 | 11 |
| Wiskus Group | Pella, IA | Apr 2011 - Jul 2018 | 7 |
| Kalibr,llc D/b/a Kalibr | Pella, IA | Oct 2017 - May 2018 | < 1 |
| Lyon Financial Strategies | West Des Moines, IA | Feb 2010 - Mar 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2011 |
- IA
- MO
- OH
- TX
-
Total Assets Under Management54MILLIONS
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$396,018
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
IA, MO, OH, TX
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.