Matthew Lee Stange

Current Employers

Employment History

• 03/2013 → 05/2018
  Mutual Of Omaha
  Iowa City, IA
• 09/2013 → 05/2018
  Mutual Of Omaha Investor Services, Inc
  Omaha, NE
• 05/2018 → 09/2023
  Securities America, Inc.
  Urbandale, IA
• 05/2018 → 09/2023
  Securities America Advisors
  Urbandale, IA
• 09/2023 → Present
  Silver Oak Securities
  Jackson, TN

Previous Registrations

• 2018-05-04 → 2023-10-17
  Securities America Advisors, Inc.
  Urbandale, IA
• 2015-07-15 → 2018-05-11
  Mutual Of Omaha Investor Services, Inc.
  Omaha, NE
  Iowa City, IA

Other Businesses

1) Cornerstone Financial Group,Is Investment Related,Branch location,Financial Planning,Financial Advisor,2023-09-15,160 hours per month,5 hours per month during trading hours,Fee Based Compensation,I will DBA as Cornerstone Financial Group when I come over to SO. we are aiming for a "live" date of 9/15/23 or 10/01/23 2) Cornerstone Financial Group,Is Not Investment Related,"604 W Adams st, , Creston, IA, 50801, United States",insurance,owner,2/20/2024,40 hours per month,0 hours per month during trading hours,Commission Compensation,I currently have an OBA listed for insurance as Futurity First. That is a specific IMO. I'm just adding an all encompassing insurance OBA in case I use a different IMO in the future. 3) Stange Rental Props,Is Not Investment Related,"3868 92nd Cir, , Urbandale, IA, 50322, United States",real estate,owner,6/1/2027,15 hours per month,0 hours per month during trading hours,Other Compensation,I would consider this income as monthly passive income. I'll be renting out the property I own to a tenant.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-15
• S63 Uniform Securities Agent State Law Examination
  2014-01-10