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Profile
Mr. Matt L.
Wahl, CPA CFA, is Managing Advisor at BKD Wealth Advisors LLC.
Prior to joining BKD Wealth Advisors, Mr. Wahl was a portfolio manager with a national investment firm where he managed portfolios for personal trust and employee benefit accounts.
He has several years of experience in the investment industry, managing investments for high net-worth individuals, trusts and corporations.
Mr. Wahl is a Chartered Financial Analyst charterholder.
He received his Certified Public Accountant license in 2005 and received the Certified Financial Planner certification in 2007.
He a member of the American Institute of Certified Public Accountants, Arkansas Society of Certified Public Accountants and CFA Society of Arkansas.
Mr. Wahl is a 1998 graduate of Hendrix College, Conway, Arkansas, with a BA degree in economics and a 2000 graduate of the University of Arkansas, Little Rock, with an MBA degree in finance.
Former positions of Matt L. Wahl
| Companies | Position | End |
|---|---|---|
BKD Wealth Advisors LLC
 BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Corporate Officer/Principal | - |
Training of Matt L. Wahl
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
23
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
BKD Wealth Advisors LLC
BKD Wealth Advisors LLC Investment ManagersFinance BKD Wealth Advisors specializes in managing customized and tax-efficient portfolios using a mix of investments including mutual funds, ETFs, bonds, stocks and alternative investments. Portfolios are designed to suit each client's specific risk profiles and are generally long-term in nature. The firm may occasionally make short-term investments including margin transactions and the purchase of stock options. BKD Wealth Advisors offers advice on a wide range of investments and investment programs including short-term money market securities; corporate, municipal and US government fixed income securities; exchange listed, over-the-counter and foreign equities; and investment company securities such as mutual funds, separately managed accounts and annuities. | Finance |
Hendrix College
 Hendrix College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Arkansas
 The University of Arkansas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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