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Matthew Thomas Eilert

Atwood & Palmer, Inc.

Kansas City, MO

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Current Employers
Atwood & Palmer, Inc.

4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-10-23
  • MO RA
    APPROVED
    Since 2025-10-23

Branch Locations

4520 Madison Avenue Suite 200, Kansas City, MO 64111-3541 • 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
Creative Planning, Llc Overland Park KS 06/2024 09/2025
University Of Kansas Lawrence KS 08/2020 05/2024
Edgehill Venture Partners Mission KS 09/2023 04/2024
Lockton Companies Kansas City MO 06/2023 08/2023
University Of Kansas Lawrence KS 08/2023 12/2023
Wellsky Overland Park KS 06/2022 08/2022
United Parcel Service Lenexa KS 06/2021 08/2021
Waterway Gas And Wash Leawood KS 09/2018 05/2020
Rockhurst High School Kansas City MO 08/2016 09/2020
Atwood & Palmer, Inc. Kansas City MO 10/2025 Present
  • 06/2024 → 09/2025
    Creative Planning, Llc
    Overland Park, KS
  • 08/2020 → 05/2024
    University Of Kansas
    Lawrence, KS
  • 09/2023 → 04/2024
    Edgehill Venture Partners
    Mission, KS
  • 06/2023 → 08/2023
    Lockton Companies
    Kansas City, MO
  • 08/2023 → 12/2023
    University Of Kansas
    Lawrence, KS
  • 06/2022 → 08/2022
    Wellsky
    Overland Park, KS
  • 06/2021 → 08/2021
    United Parcel Service
    Lenexa, KS
  • 09/2018 → 05/2020
    Waterway Gas And Wash
    Leawood, KS
  • 08/2016 → 09/2020
    Rockhurst High School
    Kansas City, MO
  • 10/2025 → Present
    Atwood & Palmer, Inc.
    Kansas City, MO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-09
  • S65 Uniform Investment Adviser Law Examination
    2024-08-09

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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