Unclaimed Profile

Matthew David Wiser

CORNERSTONE WEALTH STRATEGIES, INC.·KENNEWICK, Washington

SIE, Series 7, Series 66Clean record18 years registeredCORNERSTONE WEALTH STRATEGIES, INC.

8905 W. GAGE BLVD.,, KENNEWICK, WA 99336CRD# 5383242Firm CRD# 297491

Profile Verification

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

Identity

Matthew David Wiser · KENNEWICK, WA

Registration

CRD #5383242 · CORNERSTONE WEALTH STRATEGIES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jun 2024 – present

CORNERSTONE WEALTH STRATEGIES, INC.

Oct 2018 – Aug 2024

KENNEWICK, WA

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Jul 2015 – Dec 2018

KENNEWICK, WA

WADDELL & REED

Oct 2007 – Jul 2015

KENNEWICK, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 1, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORNERSTONE WEALTH STRATEGIES, INC.

CRD 297491 · SEC 801-113703

AUM

$1.0B

Regulatory assets under management

Employees

1,090 client accounts

Services offered by CORNERSTONE WEALTH STRATEGIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CORNERSTONE WEALTH STRATEGIES, INC. →

Introduction

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Frequently Asked Questions

What services does Matthew David Wiser offer?

Matthew David Wiser specializes in Financial Planning, Investment Management. Contact their office in KENNEWICK, Washington for a consultation.

What are Matthew David Wiser's credentials?

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

Where is Matthew David Wiser located?

Matthew David Wiser is based in KENNEWICK, Washington, working with CORNERSTONE WEALTH STRATEGIES, INC.. Their office serves clients in the KENNEWICK metropolitan area and surrounding communities.

How does Matthew David Wiser charge for services?

Matthew David Wiser'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 CORNERSTONE WEALTH STRATEGIES, INC.?

CORNERSTONE WEALTH STRATEGIES, INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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