Unclaimed Profile

Matthew Scott Onstot

BINNACLE INVESTMENTS, INC.·URBANDALE, Iowa

SIE, Series 7, Series 66, Series 99TOCFPClean record21 years registeredBINNACLE INVESTMENTS, INC.

2400 86TH STREET, URBANDALE, IA 50322CRD# 4862687Firm CRD# 313185

Profile Verification

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

Identity

Matthew Scott Onstot · URBANDALE, IA

Registration

CRD #4862687 · BINNACLE INVESTMENTS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

WILON WEALTH MANAGEMENT

May 2021 – present

SECURITIES AMERICA ADVISORS, INC.

Oct 2015 – May 2021

URBANDALE, IA

SAGEPOINT FINANCIAL, INC.

Dec 2011 – Nov 2015

URBANDALE, IA

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Mar 2007 – Dec 2011

URBANDALE, IA

WADDELL & REED, INC.

Jan 2005 – Apr 2007

W. DES MOINES, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 99TO

Registration record

First registered · January 19, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BINNACLE INVESTMENTS, INC.

CRD 313185 · SEC 801-120747

AUM

$184M

Regulatory assets under management

Employees

799 client accounts

Services offered by BINNACLE INVESTMENTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BINNACLE INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew Scott Onstot offer?

Matthew Scott Onstot specializes in Financial Planning, Investment Management. Contact their office in URBANDALE, Iowa for a consultation.

What are Matthew Scott Onstot's credentials?

Matthew Scott Onstot holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Scott Onstot located?

Matthew Scott Onstot is based in URBANDALE, Iowa, working with BINNACLE INVESTMENTS, INC.. Their office serves clients in the URBANDALE metropolitan area and surrounding communities.

How does Matthew Scott Onstot charge for services?

Matthew Scott Onstot'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 BINNACLE INVESTMENTS, INC.?

BINNACLE INVESTMENTS, INC. has approximately 8 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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