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Matthew Douglas Weinert

Valic Financial Advisors, Inc.

Boise, ID

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Current Employers
Valic Financial Advisors, Inc.

2919 Allen Pkwy, Houston, TX 77019 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-09
MN RA APPROVED 2026-07-08
NY RA APPROVED 2026-07-08
OR RA APPROVED 2026-07-08
SC RA APPROVED 2026-07-08
TX RA APPROVED 2026-07-08
VA RA APPROVED 2026-07-08
WA RA APPROVED 2026-07-08
ID RA APPROVED 2026-05-04
  • FL RA
    APPROVED
    Since 2026-07-09
  • MN RA
    APPROVED
    Since 2026-07-08
  • NY RA
    APPROVED
    Since 2026-07-08
  • OR RA
    APPROVED
    Since 2026-07-08
  • SC RA
    APPROVED
    Since 2026-07-08
  • TX RA
    APPROVED
    Since 2026-07-08
  • VA RA
    APPROVED
    Since 2026-07-08
  • WA RA
    APPROVED
    Since 2026-07-08
  • ID RA
    APPROVED
    Since 2026-05-04

Branch Locations

950 W. Bannock Street Suite 1120, Boise, ID 83702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valic Financial Advisors, Inc. Portland OR 03/2013 05/2019
Cuso Financial Services, L.P. San Diego CA 05/2019 06/2020
Unemployed Boise ID 07/2020 08/2021
Clear Creek Financial Management, Llc Boise ID 09/2021 05/2022
Desert Rose Capital Management, Inc. Meridian ID 05/2022 11/2022
Inspire Investing, Llc Meridian ID 11/2022 07/2023
Gulf Coast Western Boise ID 09/2024 09/2025
Exyte Us, Inc Plano TX 04/2024 06/2024
Valic Financial Advisors, Inc. Houston TX 09/2025 01/2026
Unemployed Boise ID 08/2023 03/2024
Valic Financial Advisors, Inc. Houston TX 05/2026 Present
Unemployed - Seeking Work Boise ID 01/2026 04/2026
Previous Registrations
Other Businesses

AGIA POSITION: Agent NATURE: Non-Securities Insurance Products INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 05/04/2026 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Appointed as agent to sell Non-Securities Insurance products for AGIA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2026-01-09
S66 Uniform Combined State Law Examination 2013-07-24
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2026-01-09
  • S66 Uniform Combined State Law Examination
    2013-07-24
Other Names
  • Matt Douglas Weinert
  • Matthew Douglas Weinert
  • Matthew Weinert

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

More in Boise, ID

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