Mathews C. Wilkinson

ALLSTATE FINANCIAL ADVISORS

Spring Branch, TX 78070-6221

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CRD#: 2296865

Professional summary

Mathews Cason Wilkinson, who also goes by Mathew Cason Wilkinson, Mathews Carson Wilkinson, Mathews Cason Wilkinson, Matt Wilkinson, Mat Wilkinson, is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Spring Branch, Texas and ALLSTATE FINANCIAL SERVICES, LLC located in Spring Branch, Texas.

Mathews is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Mathews has 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"?

Yes

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.

Company Name: Wilkinson, Rodriquez and Associates Inc Is business investment related? No Company Address: 510 Fargo Street, Houston, TX 77006 Nature of Business: Real Estate Appraisal Title/Position Held: Real Estate Appraiser Trainee Brief Description of Duties Performed: Function in capacity of real estate appraiser. Market analysis, subject property valuation utilizing cost, income and sales comparison approaches and real estate appraisal generation. Dates Employed: From: 03/01/2018 Amount of Time You Devote to Business: 5 hours per Week Work for business during securities trading hours? No

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathews Cason Wilkinson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

July 23, 2025 - Present

ALLSTATE FINANCIAL ADVISORS, LLC

Office #1: 172 Creekside Park Rd Ste 100, Spring Branch, TX 78070-6221

RIA

CRD#: 109524

Spring Branch, TX

Current

July 23, 2025 - Present

ALLSTATE FINANCIAL SERVICES, LLC

Office #1: 172 Creekside Park Rd Ste 100, Spring Branch, TX 78070-6221

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

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.

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.

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

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.

CRD#: 5979

RICHARDSON, TX

Past

July 10, 2006 - January 9, 2007

TEJAS SECURITIES GROUP, INC.

CRD#: 36705

AUSTIN, TX

Past

August 7, 2003 - July 14, 2006

CHOICE INVESTMENTS, INC.

CRD#: 17665

AUSTIN, TX

Past

September 27, 2000 - January 24, 2003

COMPLETE TRADE

CRD#: 104042

AUSTIN, TX

Past

July 19, 1999 - January 2, 2001

CHOICE INVESTMENTS, INC.

CRD#: 17665

AUSTIN, TX

Past

June 9, 1995 - September 26, 1997

PROTRADER SECURITIES L.P.

CRD#: 35233

AUSTIN, TX

Past

October 29, 1993 - May 11, 1994

UBS FINANCIAL SERVICES INC.

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".

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Texas
(7/23/2025)

IAR

Texas
(7/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/11/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/31/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/13/2022

General Securities Representative Examination

General Industry/Product Exam

Series 57TO

Date: 3/13/2022

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/8/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 55

Date: 3/1/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/28/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/13/2022

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 3/13/2022

Registered Options Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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 Accounts	280
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.

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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mathews C. Wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathews Cason Wilkinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSTATE FINANCIAL SERVICES, LLC

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL ADVISORS, INC.

USAA FINANCIAL PLANNING SERVICES

WEDBUSH SECURITIES INC.

WEDBUSH SECURITIES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

TEJAS SECURITIES GROUP, INC.

CHOICE INVESTMENTS, INC.

COMPLETE TRADE

CHOICE INVESTMENTS, INC.

PROTRADER SECURITIES L.P.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

ALLSTATE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/11/2008

Series 63

Date: 12/31/1993

Series 7TO

Date: 3/13/2022

Series 57TO

Date: 3/13/2022

SIE

Date: 10/1/2018

Series 31

Date: 12/8/2008

Series 55

Date: 3/1/2000

Series 7

Date: 10/28/1993

Series 24

Date: 3/13/2022

Series 4

Date: 3/13/2022

FINRA

Current Firm

ALLSTATE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (49 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLSTATE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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