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Matt Eli Myers

Bagby Wealth Management

Dexter, MO

CRD 7986598

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Employer firm

Bagby Wealth Management CRD 117828

$46.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bagby Wealth Management

302 North Walnut, Dexter, MO 63841 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-09-20
  • MO RA
    APPROVED
    Since 2024-09-20

Branch Locations

302 North Walnut, Dexter, MO 63841 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bagby Wealth Management Dexter MO 07/2024 Present
First Midwest Bank Dexter MO 05/2014 07/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-16
  • S65 Uniform Investment Adviser Law Examination
    2024-09-16
Other Names
  • Matt Myers

View on SEC IAPD

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Nearby Investors

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Austin Douglas Fridley
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Nearby Offices

EDWARD JONES · DEXTER, MO
EDWARD JONES · DEXTER, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Dexter, MO

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