Matthew Weinheimer (CRD# 2917501) is an Investment Advisor Representative working at Exencial Wealth Advisors in Oklahoma City, OK and has over 26 years of experience in the finance industry. Matthew Weinheimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Nov 2023 - Current | < 1 |
Weinheimer Wealth Management | Austin, TX | Jun 2014 - Current | 9 |
Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Nov 2023 | 2 |
Ameritas Life Insurance Corp | Lincoln, NE | Apr 2015 - Nov 2023 | 8 |
Ameritas Investment Corp. | Austin, TX | Oct 1997 - Nov 2023 | 26 |
Ames & Weinheimer, LLC | Austin, TX | Jan 2008 - Jun 2014 | 6 |
Ames & Weinheimer Wealth Management | Austin, TX | Nov 2007 - Jun 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management5,016MILLIONS
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Total Number of Accounts10,586ACCOUNTS
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Average Account Value$473,804
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