Matthew D Wilson
Investment Adviser Representative at Storen Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew D. Wilson is an investment adviser representative with Storen Financial in Zionsville, IN, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Indiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- WSA Pension Svcs/Canterbury Benefits Solns/Skyburz Pension GroupJun 2009 – Nov 2017Indianapolis, IN
- Oxford Financial Group, LTDNov 2017 – Oct 2019Carmel, IN
- Storen FinancialJan 2020 – no end date reportedZionsville, IN
- Simplicity Investments, Inc.Jan 2026 – no end date reportedZionsville, IN
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Storen Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Tax planning and preparation, financial planning and investments (including retirement planning, income distribution, Roth IRA conversions, wealth transfer strategies, investment portfolios, estate planning, long term care planning, and social security planning), business services (accounting, expense management, tax strategies), and financial wellness services (budgeting, family-centered planning, and intentional wealth transfer).
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Zionsville, IN
- Founded:
- 1966
- SEC file number:
- 801-134761
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 7, 2026
View full firm profileOther advisors at Storen Financial
6 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew D Wilson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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