Matt Ahrens, Cima® work email
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Matt Ahrens, Cima® personal email
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As the Chief Investment Officer at MN Wealth Advisors, LLC Matt is focused on helping professionals simplify their financial lives and finding creative solutions to the complexities of a growing estate.Matt oversees the investment management and portfolio construction process for our clients. He earned the Certified Investment Management Analyst® designation which included an extensive class on portfolio design at the prestigious Wharton School of the University of Pennsylvania. Matt specializes in assisting physicians, business owners, and entrepreneurs, and is held to the fiduciary standard for all clients.Matt has been quoted in such publications as the Wall Street Journal, Forbes, Fortune, and US News & World Report among others on investment and retirement strategies. Call or email today for a free consultation. Matt can be reached at mahrens@mnwealthadvisors.com or 913-897-2074.
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Partner, Chief Investment OfficerMn Wealth Advisors Mar 2023 - PresentOverland Park, Kansas, United States
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Chief Investment OfficerIntegrity Advisory, Llc Jul 2019 - Mar 2023Overland Park, Ks
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Regional Vice PresidentSecurity Benefit Apr 2013 - May 2015ChicagoI had the pleasure to work with advisors in Security Benefit's RIA and Independent BD Channel. My territory included Illinois, Indiana, Michigan, Minnesota, Ohio and Wisconsin.During this time I worked closely with advisors, their clients, and often third party money managers to show how low cost annuities can be a valuable tool in creating tax efficiency and reducing fee drag on their clients' portfolios. -
Internal Sales Consultant IiSecurity Benefit Jan 2011 - Apr 2013Topeka, Kansas AreaInternal Wholesaler for RIA and Independent Broker Dealer line of business at Security Benefit. Duties included building and maintaining key relationships throughout my various territories that have included New York, Texas and the west coast.
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Investment Staff Accountant IiSecurity Benefit Sep 2008 - Jan 2011Managing performance reports for investments in variable annuity and variable universal life products. It was here that Matt fell in love with investing.
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Account Service RepresentativeSecurity Benefit Feb 2007 - Sep 2008Service position with Security Benefit; Duties include providing financially technical support for contract holders and agents regarding variable annuity and variable universal life policies.
Matt Ahrens, Cima® Skills
Matt Ahrens, Cima® Education Details
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Accounting -
Pratt High School
Frequently Asked Questions about Matt Ahrens, Cima®
What company does Matt Ahrens, Cima® work for?
Matt Ahrens, Cima® works for Mn Wealth Advisors
What is Matt Ahrens, Cima®'s role at the current company?
Matt Ahrens, Cima®'s current role is Partner, Chief Investment Officer.
What is Matt Ahrens, Cima®'s email address?
Matt Ahrens, Cima®'s email address is ma****@****ory.com
What schools did Matt Ahrens, Cima® attend?
Matt Ahrens, Cima® attended Washburn University, Pratt High School.
What are some of Matt Ahrens, Cima®'s interests?
Matt Ahrens, Cima® has interest in Children, Economic Empowerment, Politics, Education, Poverty Alleviation, Health.
What skills is Matt Ahrens, Cima® known for?
Matt Ahrens, Cima® has skills like Investments, Retirement Planning, Financial Advisory, Mutual Funds, 401k, Fixed Annuities, Retirement, Insurance, Alternative Investments, Financial Planning, Sales, 401 Retirement Savings Plans.
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