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MATTHEW DAVID WISER
MATT WISER
CRD#: 5383242
IA
Investment Adviser
B
Broker
LPL FINANCIAL LLCCRD#: 6413 8905 W GAGE BLVD, STE 110
KENNEWICK, WA 99336
Registration History
20082010201220142016201820202022202420262 FIRMS2007 - 2015 (7 years)IALPL FINANCIAL LLC (CRD# 6413)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2015 - Present (9 years)IACORNERSTONE WEALTH STRATEGIES,... (CRD# 297491)2018 - 2024 (5 years)IAFINANCIAL ADVOCATES INVESTMENT... (CRD# 151298)2015 - 2018 (3 years)
License(s)

State Registrations

B
Arizona 7/23/2015

B
Oregon 3/23/2021

B
California 8/1/2023

B
South Carolina 6/29/2016

B
Colorado 8/9/2024

B
Texas 7/23/2015

B
Florida 6/4/2024

IA
Texas 7/2/2024

B
Idaho 1/7/2019

B
Utah 7/23/2015

B
Kansas 4/5/2023

B
Washington 7/23/2015

B
Montana 7/11/2024

IA
Washington 6/14/2024

B
New Mexico 7/23/2015

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
LPL FINANCIAL LLC (CRD#:6413)
8905 W GAGE BLVD, STE 110, KENNEWICK, WA 99336
Registered with this firm since 6/14/2024

B
LPL FINANCIAL LLC (CRD#:6413)
8905 W GAGE BLVD, STE 110, KENNEWICK, WA 99336
Registered with this firm since 7/23/2015

Previous Registration(s)
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IA
10/30/2018 - 08/29/2024 CORNERSTONE WEALTH STRATEGIES, INC. (CRD#:297491) KENNEWICK, WA
IA
07/23/2015 - 12/18/2018 FINANCIAL ADVOCATES INVESTMENT MANAGEMENT (CRD#:151298) KENNEWICK, WA
IA
10/01/2007 - 07/23/2015 WADDELL & REED (CRD#:866) KENNEWICK, WA
B
09/17/2007 - 07/23/2015 WADDELL & REED (CRD#:866) KENNEWICK, WA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.