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Matthew David Wiser

CORNERSTONE WEALTH STRATEGIES, INC.·KENNEWICK, Washington
Unclaimed Profile
8905 W. GAGE BLVD.,, KENNEWICK, WA 99336CRD# 5383242Firm CRD# 297491
01

About

Matthew David Wiser is a registered financial advisor based in KENNEWICK, Washington, affiliated with CORNERSTONE WEALTH STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CORNERSTONE WEALTH STRATEGIES, INC.
CORNERSTONE WEALTH STRATEGIES, INC.
AUM
$1.0B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CORNERSTONE WEALTH STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5383242
Firm CRD# 297491
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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