Matthew Scott Onstot
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT
Contact Information
Main Address
2400 86th Street Suite 32, Urbandale, IA 50322Phone Number
(515) 225-9500# of Employees
8SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
885AUM (Assets Under Management)
$264,137,161Similar Advisors
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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.
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Primary Firm SEC Registration
BINNACLE INVESTMENTS, INC. | WILSON WEALTH MANAGEMENT | WILON WEALTH MANAGEMENT
State Registrations and Notice Filings
(5/4/2021)
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(6/28/2021)
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(6/28/2021)
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(7/1/2021)
(6/28/2021)
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.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Scott Onstot's CRS (Customer Relationship Summary).
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