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Matthew Alan Fall

CORNERSTONE WEALTH MANAGEMENT
Springfield, MO
·CRD# 4278696·26 years experience

Professional Summary

Matthew Alan Fall, who also goes by Matt Fall, is a registered financial advisor currently at CORNERSTONE WEALTH MANAGEMENT, LLC located in Springfield, Missouri and LPL FINANCIAL LLC located in Springfield, Missouri. Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Matthew has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt Fall

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

26 years in the financial services industry

Current & Past Employments

CORNERSTONE WEALTH MANAGEMENT, LLC·CRD# 164666
RIA
4130 S Fairview Avenue Suite 104, Springfield, MO 65807
May 10, 2016 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
4130 S Fairview Ave Ste 104, Springfield, MO 65807
April 5, 2016 - Present
VOYA FINANCIAL PARTNERS, LLC·CRD# 34815
BD
Des Moines, IA
September 16, 2010 - December 31, 2010
CETERA ADVISORS LLC·CRD# 10299
BD
Des Moines, IA
January 8, 2010 - February 1, 2010
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Des Moines, IA
January 8, 2010 - February 1, 2010
CETERA ADVISORS LLC·CRD# 10299
BD
Des Moines, IA
March 31, 2009 - December 31, 2009
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
Des Moines, IA
March 31, 2009 - December 31, 2009
VOYA FINANCIAL ADVISORS, INC.·CRD# 2882
BD
Des Moines, IA
January 1, 2004 - April 4, 2016
LOCUST STREET SECURITIES, INC.·CRD# 1703
BD
Des Moines, IA
May 16, 2002 - January 1, 2004
PRINCIPAL SECURITIES, INC.·CRD# 1137
BD
Des Moines, IA
October 2, 2000 - May 15, 2002

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Current Firm

CW
CORNERSTONE WEALTH MANAGEMENT, LLC

ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC

CRD#: 164666 / SEC#: 801-76973
RIA
Registered Investment Advisory firm - SEC (8/15/2012 Approved)

Contact Information

Main Address

13358 Manchester Road Suite 200, Des Peres, MO 63131

Phone Number

(314) 394-1670

# of Employees

103

SEC notice filing (43 States and Territories)

Registered to provide investment advisory services in 43 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 MANAGED ASSET PROGRAM (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

20,602

AUM (Assets Under Management)

$4,934,013,239

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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. 04/05/2016 - Dixon Incorporated/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 90%/ Cedar Rapids, IA 2. 05/10/2016 * Cornerstone Wealth Management * Registered Investment Advisor Hybrid * (Hybrid) Cornerstone Wealth Management * inv rel * at reported business location(s) * IAR * start 4/1/16 * time spent 10% 3. 5/11/2021 - F3 Displays LLC - Not Investment Related - Other-Reps Business - Start Date: 2/1/2021 - 20 Hours Per Month/0 Hours During Securities Trading - Manufacture and sell a sports display product to retail customers.

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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".
CW
CORNERSTONE WEALTH MANAGEMENT, LLC

ANDERSON INVESTMENTS, LLC | WEST FINANCIAL SERVICES | VINE WEALTH MANAGEMENT | TRIADA ADVISORS | THOROUGHBRED FINANCIAL SOLUTIONS | STONE 8 WEALTH MANAGEMENT, LLC | STEAMBOAT FINANCIAL GROUP | STAUROS FINANCIAL, LLC | SCARBOROUGH FINANCIAL GROUP, LLC | RP ZEIGLER INVESTMENT SERVICES | REISS FINANCIAL GROUP, LLC | RAUDENBUSH FINANCIAL SERVICES, LLC | RAUDENBUSH FINANCIAL SERVICES | RAINS WEALTH MANAGEMENT | PHIPPS WEALTH MANAGEMENT, LLC | MORSE WEALTH MANAGEMENT | MINDFUL WEALTH MANAGEMENT, LLC | MILESTONE INVESTMENT COUNSEL | LIFETIME PLANNING, INC. | LEGENDS FINANCIAL SERVICES GROUP, LLC | LEGENDS FINANCIAL SERVICES GROUP LLC | JACHURA FINANCIAL | INSIGHT FINANCIAL SOLUTIONS | HILL WEALTH MANAGEMENT, LLC | GLASSCOCK FINANCIAL | GIELLA FINANCIAL SERVICES, LLC | GENFINITY WEALTH MANAGEMENT | GATEWAY WEALTH MANAGEMENT, LLC | FOCUS WEALTH MANAGEMENT | FISHER FINANCIAL, LLC | FAITHVEST | ERIK THOMPSON FINANCIAL STRATEGIES LLC | ERIK THOMPSON FINANCIAL STRATEGIES | ENDEAVOR WEALTH MANAGEMENT, LLC | DIXON INCORPORATED | CORNERSTONE WEALTH MANAGEMENT, LLC | CORNERSTONE WEALTH MANAGEMENT ROSCOE | CARLISLE MOTT FINANCIAL | BELL & ASSOCIATES WEALTH MANAGEMENT | ASPIRE WEALTH MANAGEMENT, LLC

CRD#: 164666 / SEC#: 801-76973
RIA
Registered Investment Advisory firm - SEC (8/15/2012 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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Iowa
(4/5/2016)
RR
Missouri
(4/5/2016)
IAR
Missouri
(5/10/2016)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2006About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2003About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2000About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2001About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew Alan Fall's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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