Matthew David Wilson

Current Employers

Employment History

• 05/2014 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2014 → Present
  Keen Wealth Advisors
  Overland Park, KS
• 07/2021 → Present
  Keen Wealth Advisors
  Overland Park, KS
• 07/2018 → Present
  Keen Wealth Advisors
  Overland Park, KS
• 08/2021 → Present
  Keen Wealth Advisors
  Overland Park, KS
• 05/2014 → 08/2021
  Keen Wealth Advisors
  Overland Park, KS
• 05/2014 → 11/2016
  Keen Wealth Advisors
  Overland Park, KS

Previous Registrations

• 2005-02-14 → 2014-05-30
  Wells Fargo Clearing Services, Llc
  Mission Woods, KS
  Kansas City, MO

Other Businesses

1) KEEN WEALTH ADVISORS. INVESTMENT RELATED. RIA. 7500 COLLEGE BLVD., SUITE 1000, OVERLAND PARK, KS 66210. PRESIDENT/CCO/CIO/IAR. START DATE 05/2014 TO PRESENT. 120 HRS/MO. INTERFACING WITH CLIENTS REGARDING THEIR INVESTMENT AND FINANCIAL PLANNING NEEDS AND THE OPERATION PROCEDURES THAT GO ALONG WITH THAT. SPENDS 160 HRS/MONTH ON THIS ACTIVITY. 2) Purshe Kaplan Sterling Investments (PKS) - Registered Representative- 4/2008-Present. Investment related. 80 State Street Albany, NY 12211. Spends less than 1 hour/month on this activity during trading hours. 3) PKS Financial. Investment related-80 State Street, Albany, NY 12207-Insurance-Agent-2014-1 hr/mth-100% during trading hrs-Primarily offer fixed insurance & LTC insurance to clients. 4) Matthew Wilson is 7.5% owner of KWMG, LLC d/b/a Keen Wealth Advisors as of June 30, 2023 through a subsidiary, MDW Holdings, LLC. Matthew Wilson is the owner of MDW Holdings, LLC since 12/2009. Not Investment Related. 8008 Forest Park Drive, Parkville, MO 64152. 5) More Camber LLC; Not Investment Related; 12705 Richards St. Overland Park KS 66213; Automobile Ownership; Member; 06/2021; 1hr/mo; 0 hrs during trading; I will be co-owner of the vehicle that is purchased and will drive the purchased vehicle at the race track with other members of the LLC. 6) MDW Racing LLC. Not Investment Related. Located at: 8008 Forest Park Drive, Parkville, MO 64152. Automobile Ownership. Member / Sole Owner. Start: 10/2022. 1 hr/month; none during trading hours. Will own, drive and rent out the car. 7) Road Motorsport LLC; Not Investment Related; Located at: 8008 Forest Park Drive, Parkville, MO 64152; Owner; Start: 11/2022. 1 hr/month; none during trading hours. This LLC is used to organize and rent non-racing driving events at road racing tracks.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-10

Designations

Other Names

• Matt Wilson
• Matthew D Wilson