Modern Wealth Management
46yrs
Top advisor by experience in Kansas City
46yrs
Matthew William Stevens
Financial advisor at Mader & Shannon Wealth Management
At a glance
Experience46 years (since 1981)
How that compares ?Top advisor by experience at Mader & Shannon Wealth Management
Office4717 Grand Ave. Suite 800, Kansas City, MO 64112
How the firm is paid ?Percent of assets, Hourly
States licensed ?1 state
Services through Mader & Shannon Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2014 – nowMader & Shannon Wealth ManagementCurrent firm
- 2003 – 2012First American Financial Advisors, Inc.Previously
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Matthew
How do I contact Matthew?
Call Mader & Shannon Wealth Management at 816-751-0585 and ask for Matthew William Stevens. Matthew works from the Kansas City, MO office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 1981, about 46 years. Top advisor by experience at Mader & Shannon Wealth Management.
What licenses does Matthew hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Mader & Shannon Wealth Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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