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Matthew D Wilson

Storen Financial

Zionsville, IN

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Current Employers
Storen Financial

1120 W Oak St Suite 200, Zionsville, IN 46077 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-04-15
  • IN RA
    APPROVED
    Since 2026-04-15

Branch Locations

1120 W Oak St Suite 200, Zionsville, IN 46077 • 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
Wsa Pension Svcs/Canterbury Benefits Solns/Skyburz Pension Group Indianapolis IN 06/2009 11/2017
Oxford Financial Group, Ltd Carmel IN 11/2017 10/2019
Storen Financial Zionsville IN 01/2020 Present
Simplicity Investments, Inc. Zionsville IN 01/2026 Present
  • 06/2009 → 11/2017
    Wsa Pension Svcs/Canterbury Benefits Solns/Skyburz Pension Group
    Indianapolis, IN
  • 11/2017 → 10/2019
    Oxford Financial Group, Ltd
    Carmel, IN
  • 01/2020 → Present
    Storen Financial
    Zionsville, IN
  • 01/2026 → Present
    Simplicity Investments, Inc.
    Zionsville, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-15
S63 Uniform Securities Agent State Law Examination 2007-01-08
  • S65 Uniform Investment Adviser Law Examination
    2026-04-15
  • S63 Uniform Securities Agent State Law Examination
    2007-01-08
Other Names
  • Matthew David Wilson

View on SEC IAPD

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STIFEL, NICOLAUS & COMPANY, INCORPORATED
WEALTH ADVISORY SOLUTIONS, LLC

Other Investors

Alexander Scott Kiritschenko
Greg Alan Storen
Kiran Bala Sharma
James Brian Biggs
RONNIE LEE JACKSON
Joseph John Cavazos
Jason Garrett Hull
CHRISTOPHER G HALE

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Zionsville, IN
PNC WEALTH MANAGEMENT LLC · ZIONSVILLE, IN
J.P. MORGAN SECURITIES LLC · ZIONSVILLE, IN
EDWARD JONES · ZIONSVILLE, IN
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. · ZIONSVILLE, IN
EDWARD JONES · ZIONSVILLE, IN
TEEPLE SNYDER NEWSOME WEALTH & TAX MANAGEMENT · Zionsville, IN
STIFEL, NICOLAUS & COMPANY, INCORPORATED · ZIONSVILLE, IN

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