Matthew D. Wilson, CFP®
Chief Investment Officer, President at Keen Wealth Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Leawood, Kansas, United States, US
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Credentials
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CFP®
CERTIFIED FINANCIAL PLANNER™Feb, 2011- Nov, 2024
Experience
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Keen Wealth Advisors
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United States
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Financial Services
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1 - 100 Employee
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Chief Investment Officer, President
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Aug 2021 - Present
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Chief Investment Officer, Managing Director
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Jul 2018 - Present
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Managing Director
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May 2014 - Jul 2018
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Financial Advisor
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Apr 2002 - May 2014
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Education
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2000 - 2003
Rockhurst University
Bachelor’s Degree, Accounting and Finance
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