Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Carl Weinheimer

Exencial Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Carl Weinheimer

Matthew Carl Weinheimer is a financial advisor at Exencial Wealth Advisors. Matthew has been in the industry since December 4, 1997. Matthew specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. Matthew is registered in 14 states and offers financial planning, portfolio management, pension consulting, and selection of other advisors.

Firm Information

Matthew Weinheimer is currently registered with Exencial Wealth Advisors. Exencial Wealth Advisors is an Oklahoma City-based wealth management firm with over $5 billion in assets under management. They provide a variety of services, including financial planning, portfolio management, and pension consulting. They serve a range of clients, including individuals, businesses, and institutions. Exencial Wealth Advisors is a registered investment advisor and is committed to providing their clients with personalized and comprehensive wealth management solutions.
Exencial Wealth Advisors

9108 N. KELLEY AVENUE

OKLAHOMA CITY, OK 73131

$5.02B

Assets Under Management

45

Total Clients

37

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

general consulting

General consulting

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Revenue sharing arrangement

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Weinheimer’s Registration & Firm History

OK

11/14/2023 - Present

Exencial Wealth Advisors (OKLAHOMA CITY OK)

TX

12/05/1997 - 11/22/2023

AMERITAS INVESTMENT COMPANY, LLC (AUSTIN TX)

NY

12/05/1997 - 01/23/1998

MONY SECURITIES CORP. (NEW YORK NY)

Not sure if Matthew Carl Weinheimer is right for you?

Licenses & Designations

BC

Issued 12/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/1998

Series 24 - General Securities Principal Examination

BC

Issued 11/15/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew Carl Weinheimer. Review regulatory record here.
Not sure if Matthew Carl Weinheimer is right for you?