Matthew
Onstot
Wilon Wealth Management
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About this Advisor
Matthew Onstot is a financial advisor based in Urbandale, Iowa, working with Wilon Wealth Management. Matthew has previously held positions at College Street Enterprises, LLC, Wilon Wealth Management, Sagepoint Financial, Securities America Inc, Securities America Advisors, and Purshe Kaplan Sterling Investments. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Iowa and Texas. Currently, Matthew is part of Wilon Wealth Management, which operates out of Urbandale, Iowa. The firm has 2 offices and 8 employees. The firm manages assets totaling $183.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wilon Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wilon Wealth Management Brokerage Details
$183,581,167
8
799
$229,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Onstot Work History
Wilon Wealth Management
Purshe Kaplan Sterling Investments
College Street Enterprises, LLC
Wilon Wealth Management
Securities America Inc
Securities America Advisors
Sagepoint Financial
Disclosures
Please visit the SEC profile of Matthew Onstot to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wilon Wealth Management
Urbandale, IA
Clear Lake, IA
Urbandale, IA
Urbandale, IA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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