MW
CFP
MW
CFP
Matthew Weinheimer
28 Years of Experience
Oklahoma City, OK
1 DisclosureBrokerSells Insurance
Matthew Weinheimer is a CFP-designated registered investment advisor, based in Oklahoma City, OK, with 28 years of industry experience.
Location
9108 N. Kelley Avenue, Oklahoma City, OK, 73131
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Regulatory History (1)
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Customer Dispute
March 2003Closed-No Action
Other Business ActivitiesSells Insurance
Matthew is an equity partner at Exencial Wealth Advisors and a registered representative with Purshe Kaplan Sterling Investments (PKS), dedicating full-time hours to the former and a few hours per week to the latter. He also sells fixed insurance products, spending minimal time on this activity, and owns rental properties.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2023 - Present · 2 yrs 6 mos
Exencial Wealth Advisors
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Ameritas Advisory Services, LLC
November 2021 - November 2023 · 2 yrs
Ameritas Advisory Services
December 1997 - November 2021 · 23 yrs 11 mos
Ameritas Investment Company, LLCBroker
December 1997 - November 2023 · 25 yrs 11 mos
Mony Securities CORP.Broker
December 1997 - January 1998 · 1 mo
State Registrations16 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.