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MW

Mathews C. Wilkinson

Some features on this profile are disabled
CRD#: 2296865
MW

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mathews Cason Wilkinson, who also goes by Mathew Cason Wilkinson, Mathews Carson Wilkinson, Mathews Cason Wilkinson, Matt Wilkinson, Mat Wilkinson, was a registered financial professional .

Mathews is a previously registered financial professional and started their career in finance in 1993. Mathews had worked at 13 firms and has passed the Series 65, Series 63, Series 7TO, Series 57TO, SIE, Series 31, Series 55, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mathew Cason Wilkinson | Mathews Carson Wilkinson | Mathews Cason Wilkinson | Matt Wilkinson | Mat Wilkinson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

July 23, 2025 - November 26, 2025

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
Spring Branch, TX
Past

July 23, 2025 - November 26, 2025

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
Spring Branch, TX
Past

April 19, 2022 - February 26, 2025

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
NEW BRAUNFELS, TX
Past

April 19, 2022 - February 26, 2025

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX
Past

January 8, 2018 - June 29, 2020

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

March 17, 2017 - June 18, 2020

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

March 16, 2017 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
San Antonio, TX
Past

April 23, 2010 - April 27, 2016

WEDBUSH SECURITIES INC.

RIA
CRD#: 877
FORT WORTH, TX
Past

April 23, 2010 - April 27, 2016

WEDBUSH SECURITIES INC.

BD
CRD#: 877
DALLAS, TX
Past

October 5, 2009 - April 22, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
RICHARDSON, TX
Past

October 5, 2009 - April 22, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
RICHARDSON, TX
Past

August 20, 2008 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA
CRD#: 5979
RICHARDSON, TX
Past

June 30, 2008 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
RICHARDSON, TX
Past

July 10, 2006 - January 9, 2007

TEJAS SECURITIES GROUP, INC.

BD
CRD#: 36705
AUSTIN, TX
Past

August 7, 2003 - July 14, 2006

CHOICE INVESTMENTS, INC.

BD
CRD#: 17665
AUSTIN, TX
Past

September 27, 2000 - January 24, 2003

COMPLETE TRADE

BD
CRD#: 104042
AUSTIN, TX
Past

July 19, 1999 - January 2, 2001

CHOICE INVESTMENTS, INC.

BD
CRD#: 17665
AUSTIN, TX
Past

June 9, 1995 - September 26, 1997

PROTRADER SECURITIES L.P.

BD
CRD#: 35233
AUSTIN, TX
Past

October 29, 1993 - May 11, 1994

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 8/11/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/31/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/13/2022
General Securities Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 3/13/2022
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 12/8/2008
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 55
Date: 3/1/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 10/28/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/13/2022
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/13/2022
Registered Options Principal Examination

Current Firm

AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524 / SEC#: 801-68510

RIA
Registered Investment Advisory firm - (11/21/2007 Approved)
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Contact information

Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AFA FORM ADV FIRM BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts280
AUM (Assets Under Management)$ 82,015,793

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

CRD#: 109524

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