Matthew L. Winebrenner

SOLUTIONS 4 WEALTH

Mount Pleasant, SC 29466

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CRD#: 2967590

Professional summary

Matthew Lawrence Winebrenner, who also goes by Matt Lawrence Winebrenner, Matt Winebrenner, Matthew L Winebrenner, is a registered financial advisor currently at SOLUTIONS 4 WEALTH located in Mount Pleasant, South Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 10 firms and has passed the Series 63, SIE, Series 6, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Lawrence Winebrenner | Matt Winebrenner | Matthew L Winebrenner

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.

Independent Insurance Agent; Investment Related; Mount Pleasant, SC; Insurance & Annuities; Insurance Agent/Trainer; Start Date 05/2017; 40 hours per month; 20 hours per month during securities trading hours; Managing leads, analyzing client needs and researching insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Lawrence Winebrenner'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

May 20, 2016 - Present

SOLUTIONS 4 WEALTH

Office #1: 1240 Winnowing Way Suite 102, Mount Pleasant, SC 29466

RIA

CRD#: 143248

Mount Pleasant, SC

Past

February 1, 2016 - June 9, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DALLAS, TX

Past

January 21, 2016 - June 9, 2016

MML INVESTORS SERVICES, LLC

CRD#: 10409

DALLAS, TX

Past

July 24, 2015 - December 22, 2015

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

MCKINNEY, TX

Past

July 24, 2014 - May 13, 2015

EAGLE FINANCIAL ADVISORS, LLC

RIA

CRD#: 167696

CARROLLTON, TX

Past

September 21, 2012 - July 30, 2014

AFFORDABLE LIFE PLANS, LLC

RIA

CRD#: 164009

CARROLLTON, TX

Past

December 13, 2010 - September 19, 2012

COMERICA SECURITIES

CRD#: 17079

DALLAS, TX

Past

October 4, 2010 - September 19, 2012

COMERICA SECURITIES

RIA

CRD#: 17079

DALLAS, TX

Past

September 17, 2004 - December 17, 2010

WISDOM INDEX ADVISORS

RIA

CRD#: 132567

DALLAS, TX

Past

August 17, 2004 - December 31, 2005

CENTAURUS FINANCIAL, INC.

CRD#: 30833

DALLAS, TX

Past

January 23, 1998 - August 20, 2004

OSAIC FS, INC.

RIA

CRD#: 3870

DALLAS, TX

Past

January 23, 1998 - September 8, 2004

INDEPENDENT ADVISERS GROUP CORP

RIA

CRD#: 106684

DALLAS, TX

Past

January 1, 1998 - August 20, 2004

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

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".

SOLUTIONS 4 WEALTH

SOLUTIONS 4 WEALTH | SOLUTIONS 4 WEALTH, LTD

CRD#: 143248 / SEC#: 801-121358

RIA

Registered Investment Advisory firm - (5/29/2021 Approved)

Florida

Registered Investment Advisory firm - (6/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (6/10/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/10/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(6/11/2020)

IAR

Texas
(5/20/2016)

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.

Exams

State Security Law Exam

Series 63

Date: 7/31/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/9/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/24/2015

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 10/16/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/11/2002

General Securities Principal Examination

Current Firm

SOLUTIONS 4 WEALTH

SOLUTIONS 4 WEALTH | SOLUTIONS 4 WEALTH, LTD

CRD#: 143248 / SEC#: 801-121358

RIA

Registered Investment Advisory firm - (5/29/2021 Approved)

Florida

Registered Investment Advisory firm - (6/10/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (6/10/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/10/2021 Terminated)

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Contact information

Main Address

566 North Kimball Ave Suite 120, Southlake, TX 76092

Mailing Address

Phone number

(817) 934-7010

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOLUTIONS4WEALTH AMENDED ADV 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts	661
AUM (Assets Under Management)	$ 173,592,028

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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Advisor Monitoring

Firm Stability Insights

Matthew L. Winebrenner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Lawrence Winebrenner's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

ALLSTATE FINANCIAL SERVICES, LLC

EAGLE FINANCIAL ADVISORS, LLC

AFFORDABLE LIFE PLANS, LLC

COMERICA SECURITIES

COMERICA SECURITIES

WISDOM INDEX ADVISORS

CENTAURUS FINANCIAL, INC.

OSAIC FS, INC.

INDEPENDENT ADVISERS GROUP CORP

OSAIC FS, INC.

Primary Firm SEC Registration

SOLUTIONS 4 WEALTH

State Registrations and Notice Filings

Exams

Series 63

Date: 7/31/2015

SIE

Date: 6/9/2016

Series 6

Date: 7/24/2015

Series 7

Date: 10/16/1999

Series 24

Date: 4/11/2002

Current Firm

SOLUTIONS 4 WEALTH

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLUTIONS 4 WEALTH

TRUST BUT VERIFY

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