Matthew D Wilson
Investment adviser representative at Storen Financial
17 yearsExperience
1 stateRegistered in
$438.3MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Simplicity Investments, Inc.Jan 2026 to now
- Storen FinancialJan 2020 to now
- Oxford Financial Group, LtdNov 2017 to Oct 2019
- Wsa Pension Svcs/canterbury Benefits Solns/skyburz Pension GroupJun 2009 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IN).
Storen Financial
Legal name: Storen Legacy Partners, LLC
$438.3MAssets managed
876Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5012978
- Firm CRD
- 339197