Matthew Riesenweber (CRD# 4625637) is an Investment Advisor Representative working at Cornerstone Wealth Strategies, Inc. in Kennewick, WA and has over 20 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.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cornerstone Wealth Strategies, Inc. | Kennewick, WA | Jul 2018 - Current | 5 |
| Lpl Financial, LLC | Kennewick, WA | Jul 2015 - Current | 8 |
| Mv Group LLC | Kennewick, WA | May 2014 - Current | 9 |
| Boys & Girls Club Of Benton & Franklin Counties | Pasco, WA | Sep 2013 - Current | 10 |
| Market Vineyards, LLC | Kennewick, WA | Sep 2008 - Current | 15 |
| Financial Advocates Investment Management | Kennewick, WA | Jul 2015 - Dec 2018 | 3 |
| Riesenweber Inc. | Kennewick, WA | Feb 2007 - Jul 2018 | 11 |
| Dreaming Tree Ventures LLC | Kennewick, WA | Dec 2007 - Oct 2017 | 9 |
| 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 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MT
- TX
- WA
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Total Assets Under Management1,007MILLIONS
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Total Number of Accounts1,090ACCOUNTS
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Average Account Value$924,077
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, HI, ID, MT, OR, TX, UT, WA
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