Matthew S. Dettman
Professional summary
Being a previously registered professional could mean that this person 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.
Matthew Scott Dettman was a registered financial professional .
Matthew is a previously registered financial professional and started their career in finance in 2012. Matthew had 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
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 28, 2025 - December 8, 2025
WV FINANCIAL ADVISOR
September 1, 2023 - December 3, 2024
OSAIC WEALTH, INC.
September 1, 2023 - December 3, 2024
OSAIC WEALTH, INC.
August 22, 2022 - September 1, 2023
OSAIC SERVICES, INC.
August 22, 2022 - September 1, 2023
OSAIC SERVICES, INC.
November 12, 2020 - December 31, 2021
OSAIC SERVICES, INC.
August 10, 2017 - November 11, 2020
OSAIC SERVICES, INC.
August 10, 2017 - December 31, 2021
OSAIC SERVICES, INC.
January 12, 2017 - August 7, 2017
M HOLDINGS SECURITIES, INC.
January 11, 2017 - August 7, 2017
M HOLDINGS SECURITIES, INC.
December 16, 2015 - March 10, 2016
VALIC FINANCIAL ADVISORS, INC.
December 16, 2015 - March 10, 2016
VALIC FINANCIAL ADVISORS, INC.
July 15, 2015 - January 12, 2017
OSAIC SERVICES, INC.
April 29, 2015 - January 12, 2017
WOODBURY FINANCIAL SERVICES, INC.
April 29, 2015 - January 12, 2017
OSAIC SERVICES, INC.
April 29, 2015 - January 12, 2017
OSAIC WEALTH, INC.
April 29, 2015 - January 12, 2017
FSC SECURITIES CORPORATION
July 5, 2012 - April 16, 2015
EDWARD JONES
April 9, 2012 - April 16, 2015
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
WV FINANCIAL ADVISOR
CRD#: 334746 / SEC#:
Contact information
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.
