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Andrew Scott Matz

Oak Road Wealth Management

Lee'S Summit, MO

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Current Employers
Oak Road Wealth Management

Lee'S Summit, MO • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-07-15
  • MO RA
    APPROVED
    Since 2025-07-15

Branch Locations

Lee'S Summit, MO • 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
Spire Outsourcing Lubbock TX 01/2024 12/2024
Student - Texas Tech University Lubbock TX 08/2021 06/2025
Sedalia 200 School District Sedalia MO 07/2015 07/2021
Cypress Point Wealth Management Dallas TX 05/2024 07/2024
Oak Road Wealth Management Lees Summit MO 07/2025 Present
  • 01/2024 → 12/2024
    Spire Outsourcing
    Lubbock, TX
  • 08/2021 → 06/2025
    Student - Texas Tech University
    Lubbock, TX
  • 07/2015 → 07/2021
    Sedalia 200 School District
    Sedalia, MO
  • 05/2024 → 07/2024
    Cypress Point Wealth Management
    Dallas, TX
  • 07/2025 → Present
    Oak Road Wealth Management
    Lees Summit, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-14
  • S65 Uniform Investment Adviser Law Examination
    2025-05-14

View on SEC IAPD

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