Matthew Alan Fall

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → Present
  Lpl Financial, Llc
  Springfield, MO
• 05/2016 → Present
  Cornerstone Wealth Management, Llc Dba Dixon Incorporated
  Springfield, MO

Other Businesses

1. 04/05/2016 - Dixon Incorporated/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 90%/ Cedar Rapids, IA 2. 05/10/2016 * Cornerstone Wealth Management * Registered Investment Advisor Hybrid * (Hybrid) Cornerstone Wealth Management * inv rel * at reported business location(s) * IAR * start 4/1/16 * time spent 10% 3. 5/11/2021 - F3 Displays LLC - Not Investment Related - Other-Reps Business - Start Date: 2/1/2021 - 20 Hours Per Month/0 Hours During Securities Trading - Manufacture and sell a sports display product to retail customers.

Exams

• S66 Uniform Combined State Law Examination
  2006-08-03
• S63 Uniform Securities Agent State Law Examination
  2003-02-03

Other Names

• Matt Fall