Unclaimed Profile

Matthew Lawrence Winebrenner

AFFORDABLE LIFE PLANS, LLC·CARROLLTON, Texas

SIE, Series 6, Series 7, Series 24, Series 63Clean record28 years registeredAFFORDABLE LIFE PLANS, LLC

3000 KELLWAY, CARROLLTON, TX 75006CRD# 2967590Firm CRD# 164009

Profile Verification

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

Identity

Matthew Lawrence Winebrenner · CARROLLTON, TX

Registration

CRD #2967590 · AFFORDABLE LIFE PLANS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AFFORDABLE LIFE PLANS, LLC

SOLUTIONS 4 WEALTH

May 2016 – Mar 2026

Mount Pleasant, SC

MML INVESTORS SERVICES, LLC

Feb 2016 – Jun 2016

DALLAS, TX

CLA USA ADVISORY GROUP, LLC

Jul 2014 – May 2015

CARROLLTON, TX

AFFORDABLE LIFE PLANS, LLC

Sep 2012 – Jul 2014

FRISCO, TX

COMERICA SECURITIES

Oct 2010 – Sep 2012

DALLAS, TX

FINANCIAL INNOVATIONS LLC

Sep 2004 – Dec 2010

DALLAS, TX

INDEPENDENT ADVISERS GROUP CORP

Jan 1998 – Sep 2004

DALLAS, TX

JEFFERSON PILOT SECURITIES CORP

Jan 1998 – Aug 2004

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · January 23, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AFFORDABLE LIFE PLANS, LLC

CRD 164009 · SEC 801-78039

AUM

$799K

Regulatory assets under management

Employees

33 client accounts

Services offered by AFFORDABLE LIFE PLANS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AFFORDABLE LIFE PLANS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Lawrence Winebrenner offer?

Matthew Lawrence Winebrenner specializes in Financial Planning, Investment Management.

What are Matthew Lawrence Winebrenner's credentials?

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

Where is Matthew Lawrence Winebrenner located?

Matthew Lawrence Winebrenner is based in CARROLLTON, Texas, last registered with AFFORDABLE LIFE PLANS, LLC.

How does Matthew Lawrence Winebrenner charge for services?

Matthew Lawrence Winebrenner's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AFFORDABLE LIFE PLANS, LLC?

AFFORDABLE LIFE PLANS, LLC has approximately 16 employees and manages $799K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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