Matthew Black
Advisor at Cooper McManus
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cooper McManus
Location
Overland Park, KS 66213
Credentials
CFP®, Series 63, Series 65
Industry experience
7 years
About
Matthew Black is a financial advisor at Cooper McManus with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cambridge Investment Research, Arbor Point Advisors, Securities America, AE Wealth Management, Miller Retirement Group, Charles Schwab, and State Street Corporation. Outside of advisory work, he is also involved as an independent insurance agent and serves as a financial education course instructor. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm utilizes a tailored investment process emphasizing fundamental analysis and employs a range of strategies including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.
Client services
Based on Cooper McManus
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Financial Planning flat fees up to $400,000; Retirement Plan Consulting flat fees from $750 to $10,000
Some representatives receive commissions from securities sales and insurance products
Financial Planning up to $1,000/hour; Retirement Plan Consulting up to $250/hour
Account minimum: $5,000 Minimum fee: Financial Planning flat fees up to $400,000; Retirement Plan Consulting flat fees $750 to $10,000
Location
7304 W. 130th Street, Suite 350
Overland Park, KS 66213
Most active in
Matthew B has reported serving >5 clients in these states in the last 12 months.
Kansas
Work history
Cambridge Investment Research, Inc.
2024 - Present (2 years)
Cooper McManus
2024 - Present (2 years)
Arbor Point Advisors
2024 - 2024 (1 year)
Securities America, Inc.
2024 - 2024 (1 year)
AE Wealth Management, LLC
2022 - 2024 (2 years)
Miller Retirement Group
2022 - 2024 (2 years)
Charles Schwab Bank
2018 - 2022 (4 years)
Charles Schwab
2018 - 2022 (4 years)
State Street Corporation
2017 - 2018 (1 year)
Saint Louis University
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Amy W
CFP®, Series 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Michael H
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
John C
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Mark N
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Melinda B
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
David W
CFP®
Overland Park, KS
Dynamic Wealth LLC
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