Network origin in Matthew David Wilson first degree
Entity | Entity type | Industry | |
---|---|---|---|
KWMG LLC
KWMG LLC Investment ManagersFinance KWMG LLC, dba Keen Wealth Advisors (KWA), is a registered investment advisor headquartered in Overland Park, Kansas. The firm was founded by William “Bill’ Keen in 2014 and is owned by William T. Keen Trust (95%) through a subsidiary, KWA Holdings LLC and Matthew Wilson (5%) through a subsidiary, MDW Holdings LLC. KWA provides their individual and institutional clients with comprehensive portfolio management services as well as financial planning and consulting.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matthew David Wilson via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Central Missouri | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
EF Hutton Group
EF Hutton Group Investment Banks/BrokersFinance EF Hutton Group (EF Hutton) is an independent broker/dealer firm headquartered in New York City. The firm was founded in 2020 as Kingswood Capital Markets and rebranded to EF Hutton Group in 2021. EF Hutton offers an international suite of proprietary and customized solutions within the public and private investment banking, middle and emerging growth markets. | Investment Banks/Brokers | Analyst-Equity | |
Saint Joseph's College (Indiana) | College/University | Undergraduate Degree |
Statistics
International
United States | 5 |
Sectoral
Consumer Services | 3 |
Finance | 3 |
Operational
Undergraduate Degree | 2 |
Analyst-Equity | 2 |
Chief Executive Officer | 1 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Most connected contacts
Insiders | |
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Bill Keen | 3 |
Edward Reilly | 3 |
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