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Matthew Kueny

Advisor at Edward Jones

Updated today

Location

Boonville, MO 65233-1994

Credentials

Series 66

Industry experience

17 years

About

Matthew Kueny is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

1951 Boone Villa Dr Ste B

Boonville, MO 65233-1994

Most active in

Missouri · Texas

Work history

Edward Jones

2008 - Present (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Eric N

Series 63, Series 66

Rocheport, MO

VOYA Financial Advisors, Inc.

Eric Niswonger is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also associated with Marathon Benefits Group. Outside of his advisory roles, he serves on the board of directors for the William and Donna Headrick Pet Foundation. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies across discretionary and non-discretionary programs, supported by an extensive affiliate network and broker-dealer platform.

General retirement planning Retirement income strategy Cash flow / budgeting Social Security optimization Retired Founder/Business Owner Executive Approaching retirement Retired
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Quin G

Series 66

Boonville, MO

Money Concepts Capital Corp

Quin Gentry is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation and approximately one year of experience. Prior to his current role, he worked briefly at Synergy Wealth Solutions and was a student at the University of Missouri. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages around $4.07 billion in client assets through a large network of advisors, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary program options.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

William R

Series 63, Series 65

Boonville, MO

Money Concepts Capital Corp

William Rapp is a financial advisor with Money Concepts Capital Corp in Boonville, MO, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Money Concepts since 2018 and previously at Signator Investors, Inc. and Safeco Investment Services, Inc. Rapp is also involved in the sale of health, dental, and group benefits through Naught Naught Agency, a business he has operated since 1998. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm utilizes a variety of managed programs and combines model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis along with modern portfolio theory.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
user avatar

Matthew P

Series 63, Series 66

Boonville, MO

Edward Jones

Matthew Peiter is a financial advisor at Edward Jones in Boonville, MO, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Lance R

Series 63, Series 66

Boonville, MO

Edward Jones

Lance Reynolds is a financial advisor with Edward Jones in Boonville, MO, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a cattle farming operation in Clifton Hill, MO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Dawn S

Series 66

Boonville, MO

Edward Jones

Dawn Stumph is a Series 66-credentialed financial advisor with Edward Jones in Boonville, MO, with four years of industry experience. She has worked at Edward Jones since 2015 and manages administrative and operational responsibilities at Stumph Dentistry, DDS, PC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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