Profiel
Mr. Matt L.
Wahl, CPA CFA, is Managing Advisor at BKD Wealth Advisors LLC.
Prior to joining BKD Wealth Advisors, Mr. Wahl was a portfolio manager with a national investment firm where he managed portfolios for personal trust and employee benefit accounts.
He has several years of experience in the investment industry, managing investments for high net-worth individuals, trusts and corporations.
Mr. Wahl is a Chartered Financial Analyst charterholder.
He received his Certified Public Accountant license in 2005 and received the Certified Financial Planner certification in 2007.
He a member of the American Institute of Certified Public Accountants, Arkansas Society of Certified Public Accountants and CFA Society of Arkansas.
Mr. Wahl is a 1998 graduate of Hendrix College, Conway, Arkansas, with a BA degree in economics and a 2000 graduate of the University of Arkansas, Little Rock, with an MBA degree in finance.
Eerdere bekende functies van Matt L. Wahl
| Bedrijven | Functie | Einde |
|---|---|---|
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Corporate Officer/Principal | - |
Opleiding van Matt L. Wahl
| Hendrix College | Undergraduate Degree |
| The University of Arkansas | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors LLC is a SEC-registered investment advisor headquartered in Springfield, Missouri. The firm was founded in 1998 and they are a wholly-owned subsidiary of BKD LLP, a certified public accounting and advisory firm. BKDWA provides personal wealth management and financial planning services to individuals (including high net-worth individuals), charitable organizations, state or municipal government entities and corporations or business entities. | Finance |
