Matt Brown, Cfp® Aif®

Matt Brown, Cfp® Aif® Email and Phone Number

Certified Financial Planner @ Prime Capital Financial
Olathe, KS, US
Matt Brown, Cfp® Aif®'s Location
Olathe, Kansas, United States, United States
Matt Brown, Cfp® Aif®'s Contact Details

Matt Brown, Cfp® Aif® personal email

n/a

Matt Brown, Cfp® Aif® phone numbers

About Matt Brown, Cfp® Aif®

Matt Brown, Cfp® Aif® is a Certified Financial Planner at Prime Capital Financial. He possess expertise in retirement planning, investments, life insurance, retirement, securities and 11 more skills.

Matt Brown, Cfp® Aif®'s Current Company Details
Prime Capital Financial

Prime Capital Financial

View
Certified Financial Planner
Olathe, KS, US
Website:
primefinancial.com
Employees:
306
Matt Brown, Cfp® Aif® Work Experience Details
  • Prime Capital Financial
    Certified Financial Planner
    Prime Capital Financial
    Olathe, Ks, Us
    View
  • Prime Capital Investment Advisors
    Financial Advisor, Aams
    Prime Capital Investment Advisors Aug 2009 - Present
    913-491-6226
    At Prime Capital I coach people to properly plan for retirement. I design retirement income plans for individuals who are ready to retire, helping them convert their retirement savings accounts into a monthly income. I work with estate planning professionals to ensure that my client's financial legacy is tax efficient, and properly cared for.
  • Qualified Plan Advisors
    Qualified Plan Advisor
    Qualified Plan Advisors 2009 - Present
    At QPA I help Plan Sponsors review their plan's design and Fiduciary liability. Together, we work to optimize the retirement outcomes for their employees.
  • Edward Jones Investments
    Financial Advisor
    Edward Jones Investments Jan 2005 - Aug 2009
  • Northwestern Mutual
    Life Insurance Representative
    Northwestern Mutual Oct 2003 - Oct 2004
    Tulsa, Ok
    View

Matt Brown, Cfp® Aif® Skills

Retirement Planning Investments Life Insurance Retirement Securities Financial Services Finance Wealth Management 401k Asset Allocation Insurance Series 7 Mutual Funds 401k Rollovers Investment Advisory Series 63

Matt Brown, Cfp® Aif® Education Details

Frequently Asked Questions about Matt Brown, Cfp® Aif®

What company does Matt Brown, Cfp® Aif® work for?

Matt Brown, Cfp® Aif® works for Prime Capital Financial

What is Matt Brown, Cfp® Aif®'s role at the current company?

Matt Brown, Cfp® Aif®'s current role is Certified Financial Planner.

What is Matt Brown, Cfp® Aif®'s email address?

Matt Brown, Cfp® Aif®'s email address is mb****@****ial.com

What is Matt Brown, Cfp® Aif®'s direct phone number?

Matt Brown, Cfp® Aif®'s direct phone number is +191349*****

What schools did Matt Brown, Cfp® Aif® attend?

Matt Brown, Cfp® Aif® attended Oklahoma State University, Fayetteville High School.

What are some of Matt Brown, Cfp® Aif®'s interests?

Matt Brown, Cfp® Aif® has interest in Children.

What skills is Matt Brown, Cfp® Aif® known for?

Matt Brown, Cfp® Aif® has skills like Retirement Planning, Investments, Life Insurance, Retirement, Securities, Financial Services, Finance, Wealth Management, 401k, Asset Allocation, Insurance, Series 7.

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