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Mathew Dean Whiteaker

Cross Financial Advisors

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About Mathew Dean Whiteaker

Mathew Dean Whiteaker is a registered representative with Cross Financial Advisors, LLC, an independent investment advisor firm. Mathew has been in the securities industry since 1999 and holds the Series 7, 24, 63 and 66 licenses. Mathew has worked with clients of all types, including high-net-worth individuals, corporations, and charitable organizations. Mathew provides a variety of financial planning and investment advisory services to individuals and families. Mathew's primary focus is on helping clients achieve their financial goals through personalized financial planning and investment management strategies.

Firm Information

Mathew Whiteaker is currently registered with Cross Financial Advisors. Cross Financial Advisors is an investment advisor headquartered in Beaverton, Oregon, with 12 licensed agents and 14 investment advisor representatives. The firm manages $346,251,122 in regulatory assets under management, primarily for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They offer financial planning and portfolio management services.
Cross Financial Advisors

16100 NW CORNELL ROAD #240

BEAVERTON, OR 97006

$346.25M

Assets Under Management

13

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mathew Whiteaker’s Registration & Firm History

OR

06/29/2017 - Present

Cross Financial Advisors (BEAVERTON OR)

MO

09/10/1999 - 05/23/2003

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 11/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/15/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mathew Dean Whiteaker.
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