Matthew Weinert, financial advisor Portland OR
89 score

Matthew Weinert

CRD Number: 6165021
Current Firm: Valic Financial Advisors, Inc.

Matthew Weinert (CRD# 6165021) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Portland, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Portland, OR Mar 2013 - Current 3
Align Outsource Strategies Beaverton, OR Feb 2012 - Mar 2013 1
401k Safe Beaverton, OR Apr 2011 - Feb 2012 < 1
Unemployed Beaverton, OR Feb 2011 - Apr 2011 < 1
Lexxiom, Inc. Fontana, CA Jul 2010 - Feb 2011 < 1
Unemployed Glendora, CA Oct 2009 - Jul 2010 < 1
D&s Multimedia's, Inc. Walnut, CA Apr 2009 - Oct 2009 < 1
Unemployed Glendora, CA Sep 2008 - Apr 2009 < 1
Lutheran Credit Union Of America Brea, CA Mar 2008 - Sep 2008 < 1
Unemployed Glendora, CA Oct 2007 - Mar 2008 < 1
Azusa Pacific University Azusa, CA Sep 2007 - Oct 2007 < 1
Unemployed Glendora, CA May 2007 - Sep 2007 < 1
Hoffman Estates Community Bank Hoffman Estates, IL Oct 2006 - May 2007 < 1
Unemployed Hoffman Estates, IL May 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Matthew D. Weinert
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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