Matthew Myers (CRD# 7622949) is an Investment Advisor Representative working at Pinion Wealth Management, LLC in Wichita, KS and has 1 year of experience in the finance industry.
CRD# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinion Wealth Management, LLC | Wichita, KS | Sep 2022 - Current | 1 |
| Landmark National Bank | Iola, KS | Jun 2020 - Sep 2022 | 2 |
| Banner Capital Bank | Harrisburg, NE | May 2019 - Jun 2020 | 1 |
| Kansas State University | Manhattan, KS | Aug 2017 - May 2019 | 1 |
| Kansas State University | Manhattan, KS | Aug 2013 - May 2019 | 5 |
| Ksu Beef Stocker Unit | Manhattan, KS | May 2017 - Aug 2017 | < 1 |
| Beef Cattle Research Center | Manhattan, KS | Aug 2016 - Dec 2016 | < 1 |
| Kcoe Isom | Oxford, MS | Jun 2016 - Aug 2016 | < 1 |
| Eagle Bend Golf Course | Lawrence, KS | May 2015 - Aug 2015 | < 1 |
| City Of Lawrence Parks And Recreation | Lawrence, KS | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- KS
- MT
-
Total Assets Under Management327MILLIONS
-
Total Number of Accounts768ACCOUNTS
-
Average Account Value$425,322
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, IN, KS, LA, MO, MT, OK, TX
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