Unclaimed Profile

Matthew Kenneth Wilkes

GREENSVIEW WEALTH MANAGEMENT LLC·FRANKLIN, Tennessee

SIE, Series 6, Series 7, Series 24, Series 63, Series 6515 years registeredGREENSVIEW WEALTH MANAGEMENT LLC

501 CORPORATE CENTER DRIVE, FRANKLIN, TN 37067CRD# 5409004Firm CRD# 297321

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Kenneth Wilkes · FRANKLIN, TN

Registration

CRD #5409004 · GREENSVIEW WEALTH MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GREENSVIEW WEALTH MANAGEMENT LLC

COMPASS FINANCIAL MANAGEMENT LLC

Nov 2024 – Jun 2025

Franklin, TN

GREENSVIEW WEALTH MANAGEMENT

Jan 2024 – Dec 2025

FRANKLIN, TN

GREENSVIEW WEALTH MANAGEMENT

Aug 2018 – Dec 2023

FRANKLIN, TN

FSIC

Jun 2017 – Jun 2017

Chicago, IL

UNITED ADVISORS SERVICES, LLC

Jun 2017 – Nov 2018

Chicago, IL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2015 – Jun 2017

CHICAGO, IL

WELLS FARGO ADVISORS, LLC

Mar 2013 – Aug 2015

CHICAGO, IL

PNC INVESTMENTS

Aug 2010 – Mar 2013

BRANDON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 30, 2010

Years registered · 15

Disclosure History

2024Customer Dispute·Dismissed

2024Customer Dispute·Final

2015Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GREENSVIEW WEALTH MANAGEMENT LLC

CRD 297321 · SEC 801-113535

AUM

$121M

Regulatory assets under management

Employees

373 client accounts

Services offered by GREENSVIEW WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GREENSVIEW WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Kenneth Wilkes offer?

Matthew Kenneth Wilkes specializes in Financial Planning, Investment Management, Wealth Management.

What are Matthew Kenneth Wilkes's credentials?

Matthew Kenneth Wilkes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Kenneth Wilkes located?

Matthew Kenneth Wilkes is based in FRANKLIN, Tennessee, last registered with GREENSVIEW WEALTH MANAGEMENT LLC.

How does Matthew Kenneth Wilkes charge for services?

Matthew Kenneth Wilkes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GREENSVIEW WEALTH MANAGEMENT LLC?

GREENSVIEW WEALTH MANAGEMENT LLC has approximately 5 employees and manages $121M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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