Matthew Scott Onstot

Current Employers

Employment History

• 09/2008 → Present
  College Street Enterprises, Llc
  Urbandale, IA
• 04/2007 → Present
  Wilon Wealth Management
  Urbandale, IA
• 10/2015 → 05/2021
  Securities America Inc
  Urbandale, IA
• 10/2015 → 05/2021
  Securities America Advisors
  Urbandale, IA
• 05/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2021 → Present
  Wilon Wealth Management
  Urbandale, IA

Previous Registrations

• 2015-10-29 → 2021-05-07
  Securities America Advisors, Inc.
  Urbandale, IA
• 2011-12-05 → 2015-11-04
  Osaic Services, Inc.
  Urbandale, IA
  Scottsdale, AZ
  Urbandale, IA
• 2007-03-29 → 2011-12-01
  Berthel, Fisher & Company Financial Services, Inc.
  Urbandale, IA
  West Des Moines, IA
  Cedar Rapids, IA
  West Des Moines, IA
• 2005-01-19 → 2007-04-04
  Waddell & Reed
  Des Moines, IA
  Norwalk, IA

Other Businesses

Wilon Wealth Management - Investment related - 2400 86 Street, ste 32 Urbandale IA 50322 - Financial Services - Owner, Wealth Advisor, Investment Advisor Representative, Insurance Agent - 03/2007 - 160 hours/120 trading hours a month - Design, evaluate, implement and monitor financial plans, investment strategies, and risk management solutions.______ College Street Enterprises, LLC - Not investment Related- 2400 86th st, ste 32 Urbandale IA 50322 - Real Estate - Owner - 01/2009 - 2 hours a month 0 trading hours a month - operating decisions and financial management.______ Whistling Ridge Farms, LLC - not investment related 3210 N Blue Heron Circle, Cumming IA 50061 - Farming - Owner 11/2013 - 10 hours/0 trading hours a month - operating and management decisions, labor_____ Guap, LLC - not investment related -3210 Blue Heron Circle, Cumming IA 50061 - Real Estate - owner - 08/2016 - 1 hour/0 trading hours a month - due diligence on potential rental properties and general operating decisions_____ KO Real estate, LLC - not investment related - 2460 Grand Ave ste 100 West Des Moines, IA 50265 - Real estate - owner - 12/2007 - 2 hours/0 trading hours a month - operating decisions and financial management_____ Fixed Insurance Sales - Investment Related - 2400 86th street, unit 32 Urbandale IA 50322 - Fixed/Traditional Insurance - Agent - 4/1/2007 - 5 hours/5 trading hours - Sales of fixed/traditional products________ KO Distributing d/b/a Burtek Dry Ice - not investment related - 2460 Grand ave, ste 100 West Des Moines, IA 50265 - Manufacturing and distribution of dry ice - owner - 4/2015 - 16 hours/4 trading hours a month - operating and management decisions._____

Exams

• S66 Uniform Combined State Law Examination
  2005-01-14

Designations