Profile
Mr. Matthew D.
Wilson is a Chief Investment Officer & President at KWMG LLC.
He is responsible for the analysis and allocation of client investment portfolios, and he serves on the executive leadership team.
He also works with clients as one of the firm’s most senior financial planners.
He received his undergraduate in BS in Accounting / Finance with a minor in Economics at Rockhurst University.
Matthew David Wilson active positions
Companies | Position | Start |
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KWMG LLC
KWMG LLC Investment ManagersFinance KWMG LLC, dba Keen Wealth Advisors (KWA), is a registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by William “Bill’ Keen in 2014 and is owned by William T. Keen Trust (95%) through a subsidiary, KWA Holdings LLC and Matthew Wilson (5%) through a subsidiary, MDW Holdings LLC. KWA provides their individual and institutional clients with comprehensive portfolio management services as well as financial planning and consulting. | President | 31/12/2021 |
Training of Matthew David Wilson
Rockhurst University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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KWMG LLC
KWMG LLC Investment ManagersFinance KWMG LLC, dba Keen Wealth Advisors (KWA), is a registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by William “Bill’ Keen in 2014 and is owned by William T. Keen Trust (95%) through a subsidiary, KWA Holdings LLC and Matthew Wilson (5%) through a subsidiary, MDW Holdings LLC. KWA provides their individual and institutional clients with comprehensive portfolio management services as well as financial planning and consulting. | Finance |
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