Matthew David Wiser

Current Employers

Employment History

• 02/2010 → Present
  Maddin Llc
  Kennewick, WA
• 11/2012 → 06/2017
  Cottonwood Creek Homeowner'S Association
  Kennewick, WA
• 01/2014 → 01/2017
  United Way Of Benton & Franklin Counties
  Kennewick, WA
• 08/2010 → 01/2017
  Boy Scouts Of America
  Kennewick, WA
• 07/2015 → Present
  Lpl Financial, Llc
  Kennewick, WA
• 07/2015 → 12/2018
  Financial Advocates Investment Management
  Kennewick, WA
• 10/2018 → Present
  Cornerstone Wealth Strategies, Inc.
  Kennewick, WA
• 10/2018 → Present
  Wiser Farms, Llc
  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
• 2007-10-01 → 2015-07-23
  Waddell & Reed
  Kennewick, WA

Other Businesses

1. 07/23/2015 - BADGER PROPERTIES II - INV REL - 22307 COTTONWOOD DR, KENNEWICK WA 99338 - FAMILY LLC - START 05/01/2008 - 0 HOURS PER MONTH - PART OWNER IN FAMILY LLC THAT OWNS LAND 2. 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. 3. 4/18/2019 - Wiser Farms LLC - Investment Related - 22307 Cottonwood Dr, Kennewick, Washington 99338 - Other-Family LLC - Member - Start Date: 01/01/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 4. 10/16/2019 - Cornerstone Wealth Strategies - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:10/01/2018 - 160 hrs/mo - 160 hrs during trading. 5. 12/16/2019 - CWS Holdings, LLC - Investment Related - 8905 W. Gage Blvd. Suite 110, Kennewick WA 99336 - Real Estate Rental - Start Date: 01/01/2020 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-28

Other Names

• Matt Wiser