Matt Melton, CPA, CLTC®, RICP®

Wealth Management Advisor

Professional

My mission is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

Matt Melton, CPA has been a part of the financial services industry since 1998. He has earned the followings designations and certifications:

  • Certified Public Accountant (CPA) - 1996
  • Series 7, 8, 63, 66, Life and Health 

Education

  • University of Kansas, B.S. Accounting & Business Administration - 1993
Awards and Recognitions

Associations and Memberships

 
Regulatory Review
 
Matt Melton, CPA and his team encourage that any time you work with a financial professional you review their background.  Please review the following links:
 
YourInvestmentProfessional/index.htm .   The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 5,000 brokerage firms, about 173,000 branch offices and approximately 677,000 registered securities representatives.The report summary provides an overview of the broker's professional background and conduct.  Please press the "view full PDF report" button. 
 
Missouri DIFP: The Missouri Department of Insurance, Financial Institutions & Professional Regulation (DIFP) site shows what insurance firms the advisor works with.
 
Kansas Insurance Department: The major functions of the Department are to regulate and review companies for financial solvency and regulatory compliance, educate consumers, assist consumers, and license agents selling insurance products in the state.

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck