Matthew Riesenweber, financial advisor Kennewick WA
86 score

Matthew Riesenweber

CRD Number: 4625637
Current Firm: Financial Advocates Investment Management

Matthew Riesenweber (CRD# 4625637) is an Investment Advisor Representative working at Financial Advocates Investment Management in Kennewick, WA and has over 13 years of experience in the finance industry. Matthew Riesenweber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Kennewick, WA Jul 2015 - Current 1
Mv Group LLC Kennewick, WA May 2014 - Current 2
Boys & Girls Club Of Benton & Franklin Counties Pasco, WA Sep 2013 - Current 3
Market Vineyards, LLC Kennewick, WA Sep 2008 - Current 8
Dreaming Tree Ventures LLC Kennewick, WA Dec 2007 - Current 9
Riesenweber Inc. Kennewick, WA Feb 2007 - Current 9
Emmaus Center Richland, WA Jan 2005 - Current 11
Various Insurance Carriers For W & R Insurance Agencies Kennewick, WA Feb 2003 - Jul 2015 12
Waddell & Reed Inc. Kennewick, WA Jan 2003 - Jul 2015 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Matthew H. Riesenweber
Phone Number: 360-866-2345
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    1,087
    MILLIONS
  • Total Number of Accounts
    6,384
    ACCOUNTS
  • Average Account Value
    $170,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA

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BADGES
86

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