MO
Matthew S. Onstot
WILON WEALTH MANAGEMENT
Urbandale, IA 50322
Some features on this profile are disabled
CRD#: 4862687
MO
Professional summary
Matthew Scott Onstot, CFP® is a registered financial advisor currently at WILON WEALTH MANAGEMENT located in Urbandale, Iowa and PURSHE KAPLAN STERLING INVESTMENTS located in Urbandale, Iowa.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 7 firms and has passed the Series 66, Series 99TO, SIE and Series 7 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.
Wilon Wealth Management - Investment related - 2400 86 Street, ste 32 Urbandale IA 50322 - Financial Services - Owner, Wealth Advisor, Investment Advisor Representative, Insurance Agent - 03/2007 - 160 hours/120 trading hours a month - Design, evaluate, implement and monitor financial plans, investment strategies, and risk management solutions.______ College Street Enterprises, LLC - Not investment Related- 2400 86th st, ste 32 Urbandale IA 50322 - Real Estate - Owner - 01/2009 - 2 hours a month 0 trading hours a month - operating decisions and financial management.______ Whistling Ridge Farms, LLC - not investment related 3210 N Blue Heron Circle, Cumming IA 50061 - Farming - Owner 11/2013 - 10 hours/0 trading hours a month - operating and management decisions, labor_____ Guap, LLC - not investment related -3210 Blue Heron Circle, Cumming IA 50061 - Real Estate - owner - 08/2016 - 1 hour/0 trading hours a month - due diligence on potential rental properties and general operating decisions_____ KO Real estate, LLC - not investment related - 2460 Grand Ave ste 100 West Des Moines, IA 50265 - Real estate - owner - 12/2007 - 2 hours/0 trading hours a month - operating decisions and financial management_____ Fixed Insurance Sales - Investment Related - 2400 86th street, unit 32 Urbandale IA 50322 - Fixed/Traditional Insurance - Agent - 4/1/2007 - 5 hours/5 trading hours - Sales of fixed/traditional products________ KO Distributing d/b/a Burtek Dry Ice - not investment related - 2460 Grand ave, ste 100 West Des Moines, IA 50265 - Manufacturing and distribution of dry ice - owner - 4/2015 - 16 hours/4 trading hours a month - operating and management decisions._____
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Scott Onstot'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®
CFP®
Start date: 2018
Experience
Current
May 5, 2021 - Present
WILON WEALTH MANAGEMENT
Office #1: 2400 86th Street Suite 32, Urbandale, IA 50322RIA
CRD#: 313185
Urbandale, IA
Current
May 4, 2021 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 2400 86th St Suite 32, Urbandale, IA 50322Office #2: 414 Main Street, Sac City, IA 50583Office #3: 9 Plaza Drive, Clear Lake, IA 50428BD
CRD#: 35747
Urbandale, IA
Past
October 29, 2015 - May 7, 2021
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
URBANDALE, IA
Past
October 29, 2015 - May 7, 2021
SECURITIES AMERICA, INC.
BD
CRD#: 10205
URBANDALE, IA
Past
December 5, 2011 - November 4, 2015
OSAIC SERVICES, INC.
RIA
CRD#: 133763
URBANDALE, IA
Past
December 1, 2011 - November 4, 2015
OSAIC SERVICES, INC.
BD
CRD#: 133763
URBANDALE, IA
Past
March 29, 2007 - December 1, 2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
RIA
CRD#: 13609
URBANDALE, IA
Past
March 29, 2007 - December 1, 2011
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
BD
CRD#: 13609
URBANDALE, IA
Past
January 19, 2005 - April 4, 2007
WADDELL & REED
RIA
CRD#: 866
W. DES MOINES, IA
Past
October 22, 2004 - April 4, 2007
WADDELL & REED
BD
CRD#: 866
W. DES MOINES, IA
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".
WW
WILON WEALTH MANAGEMENT
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT
CRD#: 313185 / SEC#: 801-120747
RIA
Registered Investment Advisory firm - (4/9/2021 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
Arizona(5/4/2021)
RR
Florida(5/4/2021)
RR
Illinois(5/4/2021)
RR
Iowa(5/4/2021)
IAR
Iowa(5/5/2021)
RR
Kansas(6/28/2021)
RR
Minnesota(5/4/2021)
RR
Missouri(5/4/2021)
RR
Nebraska(5/4/2021)
RR
Ohio(5/4/2021)
RR
South Dakota(6/28/2021)
RR
Texas(6/28/2021)
IAR
Texas(7/1/2021)
RR
Wisconsin(6/28/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WW
WILON WEALTH MANAGEMENT
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT
CRD#: 313185 / SEC#: 801-120747
RIA
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Contact information
Main Address
2400 86th Street Suite 32, Urbandale, IA 50322
Mailing Address
Phone number
(515) 225-9500
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 866 |
| AUM (Assets Under Management) | $ 217,434,618 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WILON WEALTH MANAGEMENT
CRD#: 313185Urbandale, IA 50322TRUST BUT VERIFY
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