Matthew Wiser, financial advisor Kennewick WA
93 score

Matthew Wiser

CRD Number: 5383242
Current Firm: Financial Advocates Investment Management

Matthew Wiser (CRD# 5383242) is an Investment Advisor Representative working at Financial Advocates Investment Management in Kennewick, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Kennewick, WA Jul 2015 - Current 1
Financial Advocates Investment Management Kennewick, WA Jul 2015 - Current 1
United Way Of Benton & Franklin Counties Kennewick, WA Jan 2014 - Current 2
Cottonwood Creek Homeowner's Association Kennewick, WA Nov 2012 - Current 4
Boy Scouts Of America Kennewick, WA Aug 2010 - Current 6
Maddin LLC Kennewick, WA Feb 2010 - Current 6
Various Insurance Carriers For W & R Insurance Agencies Kennewick, WA Sep 2007 - Jul 2015 7
Waddell & Reed, Inc. Kennewick, WA Jul 2007 - Jul 2015 8
Utah State University Logan, UT Aug 2002 - Jun 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Matthew D. Wiser
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
93
Clean Record
This advisor has a clean track record with regulators.

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