Matthew S. Dettman

WV FINANCIAL ADVISOR

CLARKSBURG, WV 26301

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CRD#: 5819922

Professional summary

Matthew Scott Dettman is a registered financial advisor currently at WV FINANCIAL ADVISOR located in Clarksburg, West Virginia.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Matthew has worked at 8 firms and has passed the Series 66, SIE, Series 52, Series 7, Series 4, Series 53 and Series 24 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.

1) SECOND DIFFERENCE SOLUTIONS, LLC POSITION: Owner/ Data Scientist NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 148 Winding Way, Clarksburg, WV 26301, United States DESCRIPTION: Owner/Computer Programmer/ Data Analytics Consultant 2) MATTHEW DETTMAN POSITION: Licensed Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/29/2022 ADDRESS: 148 Winding Way, Clarksburg, WV 26301, United States DESCRIPTION: Licensed insurance producer offering fixed insurance products and referrals: life, health, and annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Dettman'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®

None

Experience

Current

February 28, 2025 - Present

WV FINANCIAL ADVISOR

Office #1: 148 Winding Way, Clarksburg, WV 26301

RIA

CRD#: 334746

CLARKSBURG, WV

Past

September 1, 2023 - December 3, 2024

OSAIC WEALTH, INC.

RIA

CRD#: 23131

THE WOODLANDS, TX

Past

September 1, 2023 - December 3, 2024

OSAIC WEALTH, INC.

CRD#: 23131

THE WOODLANDS, TX

Past

August 22, 2022 - September 1, 2023

OSAIC SERVICES, INC.

RIA

CRD#: 133763

THE WOODLANDS, TX

Past

August 22, 2022 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

THE WOODLANDS, TX

Past

November 12, 2020 - December 31, 2021

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PHOENIX, AZ

Past

August 10, 2017 - November 11, 2020

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PHOENIX, AZ

Past

August 10, 2017 - December 31, 2021

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

January 12, 2017 - August 7, 2017

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PHOENIX, AZ

Past

January 11, 2017 - August 7, 2017

M HOLDINGS SECURITIES, INC.

CRD#: 43285

PHOENIX, AZ

Past

December 16, 2015 - March 10, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PHOENIX, AZ

Past

December 16, 2015 - March 10, 2016

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

July 15, 2015 - January 12, 2017

OSAIC SERVICES, INC.

RIA

CRD#: 133763

PHOENIX, AZ

Past

April 29, 2015 - January 12, 2017

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

April 29, 2015 - January 12, 2017

OSAIC SERVICES, INC.

CRD#: 133763

SCOTTSDALE, AZ

Past

April 29, 2015 - January 12, 2017

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

April 29, 2015 - January 12, 2017

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

July 5, 2012 - April 16, 2015

EDWARD JONES

RIA

CRD#: 250

TEMPE, AZ

Past

April 9, 2012 - April 16, 2015

EDWARD JONES

CRD#: 250

TEMPE, AZ

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.

Highlighted states indicate IAR registrations

IAR

West Virginia
(2/28/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/23/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 52

Date: 8/31/2017

Municipal Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 4/6/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 3/6/2018

Registered Options Principal Examination

Principal/Supervisory Exam

Series 53

Date: 11/21/2017

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 5/26/2015

General Securities Principal Examination

Current Firm

WV FINANCIAL ADVISOR

WV FINANCIAL ADVISOR | WV FINANCIAL ADVISOR, LLC

CRD#: 334746 / SEC#:

West Virginia

Registered Investment Advisory firm - (2/26/2025 Approved)

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Contact information

Main Address

148 Winding Way, Clarksburg, WV 26301

Mailing Address

Phone number

(304) 566-9001

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 20,758

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.

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Advisor Monitoring

Firm Stability Insights

Matthew S. Dettman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Scott Dettman's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

M HOLDINGS SECURITIES, INC.

M HOLDINGS SECURITIES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

OSAIC SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC WEALTH, INC.

FSC SECURITIES CORPORATION

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 5/23/2012

SIE

Date: 10/1/2018

Series 52

Date: 8/31/2017

Series 7

Date: 4/6/2012

Series 4

Date: 3/6/2018

Series 53

Date: 11/21/2017

Series 24

Date: 5/26/2015

Current Firm

WV FINANCIAL ADVISOR

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WV FINANCIAL ADVISOR

TRUST BUT VERIFY

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