MW
Mathew D. Whiteaker
CROSS FINANCIAL ADVISORS
Beaverton, OR 97006
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CRD#: 3260502
MW
Professional summary
Mathew Dean Whiteaker, who also goes by Matthew Dean Whiteaker, Matthew Whiteaker, is a registered financial advisor currently at CROSS FINANCIAL ADVISORS located in Beaverton, Oregon and LPL FINANCIAL LLC located in Portland, Oregon.
Mathew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Mathew has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Dean Whiteaker | Matthew Whiteaker
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.
1. 7/25/2008: No Business Name - Investment Related - Beaverton, OR - Time Spent 1% - 1 condo, renters are not customers. 2. 10/20/2015: Cross Financial Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2003 - 5 Hours Per Month/0 Hours During Securities Trading. 3. 07/26/2017-Cross Financial Advisors LLC-Investment related-At reported business location(s)- Registered Investment Advisor Hybrid-start 7/15/2017-Hours per month 80/hours during trading 65-I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 8/4/2017 - No Business Name - Investment Related - 16100 NW Cornell Rd #240, Beaverton OR 97006 - Real Estate Rental - Started 07/24/2017 - 0 Hours Per Month. 5. 12/10/2020 - Cross Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 6. 07/20/2022 - Better is Better LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - 08/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading. 7. 11/14/2023 - Green Properties LLC - Inv Related - Portland, OR - Real Estate Rental - Owner - Start Date: 8/15/2019 - 3 Hrs/Mo; 1 Hr During Trading 8. 04/29/2025 - CF Advisory LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - 120 Hrs/Mth - 35 Hrs During Trading - Start Date: 06/01/2025 9. 10/10/2025- More Better is Better LLC- Real Estate Rental- INV Related- At Portland, OR - Start date 09/01/2025- 1 Hour Per Month
CRS (Client Relationship Summary) - RIA
Click below to view Mathew Dean Whiteaker's 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®
NoneExperience
Current
June 29, 2017 - Present
CROSS FINANCIAL ADVISORS
Office #1: 16100 Nw Cornell Road #240, Beaverton, OR 97006RIA
CRD#: 287686
Beaverton, OR
Current
May 22, 2003 - Present
LPL FINANCIAL LLC
Office #1: 65 Yamhill St. Suite 400, Portland, OR 97204Office #2: 19824 Sw 72nd Ave., Suite 102a, Tualatin, OR 97062Office #3: 16100 Nw Cornell Rd, Ste 240, Beaverton, OR 97006RIA
BD
CRD#: 6413
Portland, OR
Past
November 2, 2006 - December 21, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
HOOD RIVER, OR
Past
September 10, 1999 - May 23, 2003
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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".
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
Registered Investment Advisory firm - (6/22/2017 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.RR
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
RR
Alaska(6/3/2009)
RR
Arizona(7/1/2014)
RR
California(5/22/2003)
RR
Colorado(6/24/2010)
RR
Florida(7/7/2020)
RR
Hawaii(7/1/2014)
RR
Idaho(6/3/2009)
RR
Illinois(7/1/2014)
RR
Kansas(5/10/2023)
RR
Kentucky(7/1/2014)
RR
Michigan(8/30/2016)
RR
Minnesota(7/18/2008)
RR
Mississippi(6/21/2019)
RR
Montana(7/30/2013)
RR
Nevada(1/27/2015)
RR
New Hampshire(1/16/2025)
RR
North Carolina(3/17/2020)
RR
Oregon(5/22/2003)
IAR
Oregon(6/29/2017)
RR
Rhode Island(6/10/2024)
RR
South Dakota(2/26/2021)
RR
Texas(6/3/2009)
RR
Virginia(7/1/2014)
RR
Washington(5/22/2003)
RR
Wisconsin(8/19/2016)
RR
Wyoming(4/28/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CROSS FINANCIAL ADVISORS
CLARK WEALTH MANAGEMENT | ROCK CREEK WEALTH MANAGEMENT | RETZLAFF WEALTH MANAGEMENT | LYDA FINANCIAL | HOPE WEALTH PLANNING | GRACE INVESTORS | CROSS INLAND WEALTH MANAGEMENT | CROSS FINANCIAL ADVISORS, LLC | CROSS FINANCIAL ADVISORS
CRD#: 287686 / SEC#: 801-110589
RIA
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Contact information
Main Address
16100 Nw Cornell Road #240, Beaverton, OR 97006
Mailing Address
Phone number
(503) 430-0563
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,966 |
| AUM (Assets Under Management) | $ 418,897,353 |
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
CROSS FINANCIAL ADVISORS
CRD#: 287686Beaverton, OR 97006TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
