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Matthew Henry Riesenweber

LPl Financial LLC

Kennewick, WA

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-02
WA RA APPROVED 2024-06-14
  • TX RA
    APPROVED
    Since 2024-07-02
  • WA RA
    APPROVED
    Since 2024-06-14

Branch Locations

8905 W Gage Blvd, Ste 110, Kennewick, WA 99336 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Dreaming Tree Ventures Llc Kennewick WA 12/2007 10/2017
Riesenweber Inc Kennewick WA 02/2007 07/2018
Market Vineyards, Llc. Kennewick WA 09/2008 Present
Boys & Girls Club Of Benton & Franklin Counties Pasco WA 09/2013 Present
Mv Group Llc Kennewick WA 05/2014 Present
Lpl Financial, Llc Kennewick WA 07/2015 Present
Financial Advocates Investment Management Kennewick WA 07/2015 12/2018
Cornerstone Wealth Strategies, Inc. Kennewick WA 07/2018 Present
  • 12/2007 → 10/2017
    Dreaming Tree Ventures Llc
    Kennewick, WA
  • 02/2007 → 07/2018
    Riesenweber Inc
    Kennewick, WA
  • 09/2008 → Present
    Market Vineyards, Llc.
    Kennewick, WA
  • 09/2013 → Present
    Boys & Girls Club Of Benton & Franklin Counties
    Pasco, WA
  • 05/2014 → Present
    Mv Group Llc
    Kennewick, WA
  • 07/2015 → Present
    Kennewick, WA
  • 07/2015 → 12/2018
    Financial Advocates Investment Management
    Kennewick, WA
  • 07/2018 → Present
    Cornerstone Wealth Strategies, Inc.
    Kennewick, WA
Previous Registrations
  • 2018-10-30 → 2024-08-29
    Cornerstone Wealth Strategies, Inc.
    Kennewick, WA
  • 2015-07-23 → 2018-12-18
    Financial Advocates Investment Management
    Kennewick, WA
    Olympia, WA
  • 2003-04-28 → 2015-07-23
    Waddell & Reed
    Kennewick, WA
    Kennewick, WA
Other Businesses

1. 07/23/2015 - MARKET VINEYARDS, LLC. - INV REL - 14630 COTTONWOOD CREEK BLVD - START 06/01/2015 - BUSINESS OWNER/ 1%/ RICHLAND, WA 2. 07/23/2015 - Cornerstone Wealth Strategies, Inc. - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 02/01/2007 - 160 Hours Per Month/ 160 Hours During Securities Trading - Time Spent 75%. 3. 07/23/2015 - MV GROUP, LLC - INV REL - 14630 COTTONWOOD CREEK BLVD - LAND OWNER - START 06/01/2015 - OWNS LAND AS INVESTMENT IN RED MOUNTAIN AVA 4. 12/31/2015 - LTCi Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/21/2015 - 1 Hour Per Month During Securities Trading. 5. 11/7/2018 - Cornerstone Wealth Strategies, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 08/15/2018 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Cornerstone Wealth Strategies, Inc., an independent investment advisor firm. I started this business activity in 11/2018. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 12/13/2018 - Statutory Trust Advisor pursuant to the Washington Directed Trust Act - Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Start Date: 10/29/2018 - 1 Hour Per Month/1 Hour During Securities Trading - Statutory Trust Advisor pursuant to the Washington Directed Trust Act. 7. 12/16/2019 - CWS Holdings, LLC - Investment Related - 8905 W Gage Blvd Ste 110, Kennewick WA 99336 - Real Estate Rental - Start Date: 01/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading. 8. 07/21/2022 - Cornerstone Wealth Strategies, Inc - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 08/15/2018 - 40 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Cornerstone Wealth Strategies, Inc, an independent investment advisor firm. I started this business activity in 08/2018. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 9. 07/28/2022 - Cornerstone Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/23/2015 - 160 Hours Per Month/100 Hours During Securities Trading. 10. 09/15/2025- M&D Family Holdings LLC-Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 09/12/2025-1 Hour Per Month 11. 09/15/2025- Riesenweber Family Foundation- Other - Family Foundation- Not INV Related- At Kennewick, WA - Start date 10/01/2025- 1 Hour Per Month

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-04-26
  • S66 Uniform Combined State Law Examination
    2003-04-26
Designations
Other Names
  • Matt Riesenweber

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