Matthew Wilson has been an investment adviser representative at Storen Legacy Partners since April 2026, and is not listed among the firm’s executive officers or direct owners. Matthew Wilson studied at Ball State University.
Storen Legacy Partners, LLC is a Zionsville, IN firm with $438M under management, 876 clients and 6 advisers in one office, as of its April 2026 filing.
Matt Wilson is Portfolio Analyst of Storen Financial and joined the team in 2019. Earlier in his career he held a role analyzing portfolios for a large firm and managed retirement plans nationwide. He also mentors clients and fellow financial professionals.
- Storen FinancialCurrent– present · under a yearZionsville, IN · Adviser representative · Firm CRD 339197
Investment adviser representative registrations
Matthew Wilson is registered as an investment adviser representative in Indiana, since April 2026.
- IndianaSince 15 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 30 September 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 April 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 January 2007 |
| Series 7 | General Securities Representative Examination | 7 December 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew D Wilson
- CRD
- 5012978
- Firm
- Storen Legacy Partners · CRD 339197
- Office
- 1120 W OAK ST, SUITE 200, Zionsville, IN 46077
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- storenfinancial.com
Where does Matthew Wilson work?
Matthew Wilson is an investment adviser representative registered through Storen Legacy Partners, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Wilson a financial advisor?
Yes. Matthew Wilson has a current investment-adviser registration in Indiana, through Storen Legacy Partners since April 2026.
How many years of experience does Matthew Wilson have?
Matthew Wilson has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Matthew Wilson passed?
Matthew Wilson has passed 4 licensing exams: the Series 7, Series 63, Series 65 and SIE. The earliest, the Series 7, was passed in December 2006.
Where is Matthew Wilson based?
Matthew Wilson’s registered office is in Zionsville, IN.
Is Matthew Wilson registered with FINRA?
No. Matthew Wilson has no current broker registration.
How can I verify Matthew Wilson’s record?
Search CRD 5012978 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Wilson’s full registration record.
