Matthew Riesenweber
Matthew Riesenweber is a CFP-designated registered investment advisor at LPL Financial LLC, based in Kennewick, WA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
8905 W Gage Blvd, Ste 110, Kennewick, WA, 99336
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Regulatory History (1)
Customer Dispute
December 2004Other Business ActivitiesSells Insurance
Matthew is a business owner of Market Vineyards, LLC and Cornerstone Wealth Strategies, Inc, and a land owner of MV Group, LLC. He dedicates full-time hours to Cornerstone Wealth Strategies, Inc and about a quarter of his time providing investment advisory services through the same firm.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cornerstone Wealth Strategies, INC.
Financial Advocates Investment Management
Waddell & Reed
Waddell & ReedBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.