Professional

My mission is to help my clients attain financial security for their families and businesses. Because you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity.

Matt Melton, CPA has been a part of the financial services industry since 1998. He has earned the followings designations and certifications:

  • Certified Public Accountant (CPA) - 1996
  • Series 7, 8, 63, 66, Life and Health
  • Certification for Long Term Care (CLTC®)
  • Retirement Income Certified Professional (RICP)
  • Chartered Special Needs Consultant (ChSNC®)

Education

  • University of Kansas, B.S. Accounting & Business Administration - 1993

Awards and Recognitions

Associations and Memberships

Regulatory Review

Matt Melton, CPA and his team encourage that any time you work with a financial professional you review their background. Please review the following links: 

 
  • FINRA .The Financial Industry Regulatory Authority (FINRA) mission is to protect investors and ensure the market’s integrity, FINRA is a government-authorized not-for-profit organization that oversees U.S. broker-dealers. We work every day to ensure that everyone can participate in the market with confidence.  FINRA is the largest independent regulator for all securities firms doing business in the United States. i
  • YourInvestmentProfessional/index.htm .
  • Missouri DIFP: The Missouri Department of Insurance, Financial Institutions & Professional Regulation (DIFP) site shows what insurance firms the advisor works with.
  • Kansas Insurance Department: The major functions of the Department are to regulate and review companies for financial solvency and regulatory compliance, educate consumers, assist consumers, and license agents selling insurance products in the state.

Matt Melton, CPA, CLTC®, RICP®, ChSNC®
Wealth Management Advisor


Melton Wealth Partners

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck