Matthew Thomas Eilert
Investment adviser representative at Atwood & Palmer, Inc.
10 yearsExperience
1 stateRegistered in
$2BFirm assets
36 yearsFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Atwood & Palmer, Inc.Oct 2025 to now
- Creative Planning, LLCJun 2024 to Sep 2025
- Edgehill Venture PartnersSep 2023 to Apr 2024
- Lockton CompaniesJun 2023 to Aug 2023
- WellskyJun 2022 to Aug 2022
- United Parcel ServiceJun 2021 to Aug 2021
- University of KansasAug 2020 to May 2024
- Waterway Gas and WashSep 2018 to May 2020
- Rockhurst High SchoolAug 2016 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Atwood & Palmer, Inc.
$2BAssets managed
525Clients
7Advisers
36 yearsIn 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
- 7940361
- Firm CRD
- 104995