Matthew J. Christl

WISE WEALTH PARTNERS

FOLSOM, CA 95630

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CRD#: 3026904

Professional summary

Matthew Jason Christl, CFP® is a registered financial advisor currently at WISE WEALTH PARTNERS, LLC located in Folsom, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 7 firms and has passed the Series 66, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

RENTAL INCOME; 91 46TH STREET, SACRAMENTO, CA; START DATE-8/1/11; POSITION-OWNER; RENT HOME; APPROX. # HRS./MONTH DEVOTED TO OTHER BUSINESS-4; # HRS. DEVOTED DURING SECURITIES TRADING HRS.-NONE; NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jason Christl'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

December 11, 2023 - Present

WISE WEALTH PARTNERS, LLC

Office #1: 1024 Iron Point Road, Folsom, CA 95630

RIA

CRD#: 311639

FOLSOM, CA

Past

January 9, 2014 - December 11, 2023

ALLWORTH FINANCIAL, L.P.

RIA

CRD#: 111167

FOLSOM, CA

Past

January 3, 2014 - December 11, 2023

AW SECURITIES

CRD#: 103747

FOLSOM, CA

Past

October 2, 2013 - December 12, 2013

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

June 20, 2007 - December 12, 2013

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

PHOENIX, AZ

Past

February 25, 2005 - April 5, 2006

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SACRAMENTO, CA

Past

January 1, 2005 - April 5, 2006

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

June 25, 1999 - November 16, 2001

CAL FED INVESTMENTS

CRD#: 19631

SACRAMENTO, CA

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".

WISE WEALTH PARTNERS, LLC

CRD#: 311639 / SEC#: 801-129659

RIA

Registered Investment Advisory firm - (3/8/2024 Approved)

Arizona

Registered Investment Advisory firm - (3/14/2024 Terminated)

California

Registered Investment Advisory firm - (4/13/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/14/2024 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

Arizona
(11/12/2025)

IAR

California
(12/11/2023)

IAR

Texas
(12/21/2023)

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

IAR

Series 66

Date: 7/15/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/16/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/24/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WISE WEALTH PARTNERS, LLC

CRD#: 311639 / SEC#: 801-129659

RIA

Registered Investment Advisory firm - (3/8/2024 Approved)

Arizona

Registered Investment Advisory firm - (3/14/2024 Terminated)

California

Registered Investment Advisory firm - (4/13/2024 Terminated)

Texas

Registered Investment Advisory firm - (3/14/2024 Terminated)

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Contact information

Main Address

2375 E. Camelback, Ste. 600, Phoenix, AZ 85016

Mailing Address

Phone number

(480) 239-6914

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 - WRAP FEE BROCHURE (2/12/2025)

Regulatory assets under management

Total Number of Accounts	193
AUM (Assets Under Management)	$ 126,628,205

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 J. Christl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Jason Christl's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLWORTH FINANCIAL, L.P.

AW SECURITIES

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

CAL FED INVESTMENTS

Primary Firm SEC Registration

WISE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2013

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/16/2004

Series 6

Date: 6/24/1999

Current Firm

WISE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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