Matthew David Wilson
Investment Adviser Representative at KEEN Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew David Wilson is an investment adviser representative with KEEN Wealth Advisors in Overland Park, KS, where they have been registered since 2014. They have worked in the securities industry since 2004 and were previously registered with Wells Fargo Advisors, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 99 (operations professional). They are registered to provide investment advice in Kansas and Texas.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas, Texas
- Broker:
11 states and territories
Arizona, Colorado, Illinois, Kansas, Minnesota, Missouri, Nevada, North Carolina, Oklahoma, Texas, Washington
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.
- Purshe Kaplan Sterling InvestmentsMay 2014 – no end date reportedAlbany, NY
- KEEN Wealth AdvisorsMay 2014 – no end date reportedOverland Park, KS
- KEEN Wealth AdvisorsJul 2021 – no end date reportedOverland Park, KS
- KEEN Wealth AdvisorsJul 2018 – no end date reportedOverland Park, KS
- KEEN Wealth AdvisorsAug 2021 – no end date reportedOverland Park, KS
- KEEN Wealth AdvisorsMay 2014 – Aug 2021Overland Park, KS
- KEEN Wealth AdvisorsMay 2014 – Nov 2016Overland Park, KS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About KEEN Wealth Advisors
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
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Overland Park, KS
- SEC file number:
- 801-79725
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 20, 2026
View full firm profileOther advisors at KEEN Wealth Advisors
Showing 12 of 22 in the directory
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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 David 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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