Matt Urban

Investment Advisor Representative

Matt Urban

Investment Advisor Representative

Investment Advisor Representative

Matt Urban

4+

Name

Matt Urban

Position

Investment Advisor Representative

Languages

English

Biography

Matt is a distinguished graduate of Kansas State University, holding a bachelor's degree in business administration with a specialization in Financial Services. With a solid foundation in the financial industry, he brings valuable experience, having served as a junior advisor for two years before joining the True Peace Team. Matt has demonstrated his commitment to excellence by successfully passing the Certified Financial Planner Board Exam. Currently, he is actively engaged in fulfilling the necessary experience requirements to attain the esteemed designation of Certified Financial Planning Professional, showcasing his dedication to advancing his expertise in financial planning.

Qualifications:

  • Financial Planning
  • Financial Services

Matt Urban is an Investment Advisor Representative and advisory services are offered through Aegis Wealth Management, Inc. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability. True Peace Financial and Aegis Wealth Management, Inc. are not affiliated. The firm is not engaged in the practice of law.  Form CRS

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