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Matthew Jon Wiggins

CRD# 4936276·Registered 2005 - 2016
Previously Registered: Being a previously registered professional could mean that Matthew is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Matthew Jon Wiggins, who also goes by Matthew Wiggins, was a registered financial advisor. Matthew was a previously registered financial professional and started their career in finance 2005 - 2016. Matthew had worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matthew Wiggins

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

21 years in the financial services industry

Current & Past Employments

ONCALL WEALTH PARTNERS, LLC·CRD# 173865
RIA
Omaha, NE
January 12, 2015 - December 31, 2016
ONCALL ADVISORS, LLC·CRD# 172413
RIA
Omaha, NE
September 4, 2014 - February 13, 2015
SECURITIES AMERICA ADVISORS, INC.·CRD# 110518
RIA
Omaha, NE
March 15, 2013 - September 4, 2014
SECURITIES AMERICA, INC.·CRD# 10205
BD
Omaha, NE
February 25, 2013 - September 4, 2014
PROFESSIONAL ADVISORY GROUP·CRD# 144457
RIA
Omaha, NE
March 14, 2008 - February 11, 2013
VALMARK SECURITIES, INC.·CRD# 31243
BD
Omaha, NE
April 1, 2005 - January 18, 2013

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Current Firm

OW
ONCALL WEALTH PARTNERS, LLC

ONCALL WEALTH PARTNERS, LLC

CRD#: 173865

Contact Information

Main Address

7014 N. 102nd Circle, Omaha, NE 68122

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2008About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2005About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 2005About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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