Matthew R Lyon

Current Employers

Employment History

• 10/2006 → 08/2018
  New York Life Insurance Company
  West Des Moines, IA
• 12/2006 → 08/2018
  Nylife Securities, Inc
  West Des Moines, IA
• 02/2010 → 03/2018
  Lyon Financial Strategies
  West Des Moines, IA
• 04/2011 → 07/2018
  Wiskus Group
  Pella, IA
• 04/2011 → 08/2018
  Eagle Strategies Llc
  Pella, IA
• 10/2017 → 05/2018
  Kalibr,Llc D/B/A Kalibr
  Pella, IA
• 03/2018 → 05/2019
  Lyon Wealth Strategies
  Clive, IA
• 08/2018 → 06/2019
  Guardian Life Insurance Co Of America
  Clive, IA
• 08/2018 → 06/2019
  Park Avenue Securities, Llc
  Clive, IA
• 08/2018 → 06/2019
  Guardian Life Insurance Company
  North Liberty, IA
• 08/2018 → 06/2019
  Park Avenue Securities
  North Liberty, IA
• 07/2019 → 09/2021
  Guardian Life Insurance
  Union, KY
• 07/2019 → 09/2021
  Park Avenue Securities
  Union, KY
• 10/2021 → Present
  Zenith Advisory Group, Llc
  Miamisburg, OH

Previous Registrations

• 2018-08-16 → 2021-10-13
  Park Avenue Securities Llc
  North Liberty, IA
  West Des Moines, IA
  Union, KY
  Union, KY
  Cincinnati, OH
• 2011-04-25 → 2018-08-17
  Eagle Strategies Llc
  Pella, IA

Other Businesses

1.Other Business Name: Kalibr Consulting 2.Investment Related? No 3.Address of Other Business: 2105 Wyndham Way, Union, KY 41091. 4.Nature of Other Business: Business Consulting 5.Position/Title/Relationship with Other Business: Consultant 6.Start Date: 08/16/2018 7.Hours Per Month: 10 8.Market Hours Per Month: 0 9.Duties Related to Other Business: Helping dentists and physicians with growing their practice through marketing strategies, business entities, cash flow efficiency. Helping residents/fellows in the areas of contract negotiations, career placement guidance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-20
• S63 Uniform Securities Agent State Law Examination
  2007-01-17

Designations

Other Names

• Matthew R Lyon
• Matthew Lyon
• Matthew Ronald Lyon