Matthew WeinertCRD 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.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Valic Financial Advisors, Inc.||Portland, OR||Mar 2013 - Current||4|
|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|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.