Matthew Walsh Scherer

Current Employers

Employment History

• 02/2016 → 01/2018
  Massmutual Life Insurance Co
  Omaha, NE
• 05/2016 → 01/2018
  Mml Investors Services
  Omaha, NE
• 01/2018 → 03/2019
  Questar Capital Corporaiton
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Omaha, NE
• 01/2024 → Present
  Osaic Wealth, Inc.
  Omaha, NE

Previous Registrations

• 2019-09-25 → 2024-01-19
  Woodbury Financial Services, Inc.
  Omaha, NE
  Bloomfield, IA

Other Businesses

1. STRATEGIC LEGACY ADVISORS POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/24/2018 ADDRESS: 10831 Old Mill Rd., Suite 200D, Omaha NE 68154, United States DESCRIPTION: Sale of fixed Insurance Products- Strategic Legacy Advisors is the DBA for my Investment activity With my Broker Dealer- Woodbury Financial/ Advisor Group 2. CATHOLIC ORDER OF FORESTERS POSITION: Independent Agent NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/06/2018 ADDRESS: 16040 Franklin St, Omaha NE 68118, United States DESCRIPTION: Provide education on fixed annuities and life insurance including sales of those products 3. ELKHORN TRAINING CAMP POSITION: Coach NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 04/16/2018 ADDRESS: 715 N 210th St., Elkhorn NE 68022, United States DESCRIPTION: Coaching baseball and softball players. 4. CORNERSTONE INVESTMENT/INSURANCE POSITION: Owner NATURE: This is an S Corp that sells insurance and investment products INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 11/03/2020 ADDRESS: 105 S. Madison St., Bloomfield IA 52537, United States DESCRIPTION: Advising clients on risk management with regards to investments and insurance. 5. MS TAX PREP POSITION: owner NATURE: Sole proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/20/2023 ADDRESS: 10831 Old Mill Rd. Suite 200H, Omaha NE 68154, United States DESCRIPTION: Help individuals with their simple tax returns. Help individuals organize tax documents. Help individuals file tax documents. Utilize tax software to file simple tax returns. 6. DM2LLC POSITION: 1/3 owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2020 ADDRESS: 105 S. Madison St., Bloomfield IA 52537, United States DESCRIPTION: 1/3 owner entity owns office building in Bloomfield Iowa. We use it to pay business expenses. There are also two tenants, one apartment and one storage space renter. LLC collects rents and also receives 1099 from insurance business production. 7. MKLC LLC POSITION: Owner NATURE: This is a single member LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 16040 Franklin St., Omaha NE 68118, United States DESCRIPTION: This is a single member LLC that is involved with business consulting regarding- employee retention, scaling and growing business both in size and footprint. Working with business owners to identify growth opportunities and risks associated with their business cycles.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-20
• S63 Uniform Securities Agent State Law Examination
  2016-03-02

Other Names

• Matthew Scherer