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Matthew Scott Rusthoven

Osaic Wealth, Inc.

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About Matthew Scott Rusthoven

Matthew Rusthoven is a financial advisor based in Scottsdale, Arizona. Matthew is currently registered with Osaic Wealth, Inc. Matthew has been in the financial services industry since 1996. Matthew holds several licenses including Series 6, Series 7, Series 24, Series 52, and Series 63. Matthew provides financial planning, investment management services, and portfolio management for individuals, businesses, and pension plans.

Firm Information

Matthew Rusthoven is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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Matthew Rusthoven’s Registration & Firm History

AZ

02/03/2021 - Present

Osaic Wealth, Inc. (SCOTTSDALE AZ)

GA

02/03/2021 - 08/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

NE

11/18/1998 - 06/14/2024

SECURITIES AMERICA, INC. (Omaha NE)

MN

02/03/2021 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

GA

02/03/2021 - 11/03/2023

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

02/03/2021 - 09/01/2023

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

MA

06/19/1996 - 11/14/1997

PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)

NJ

08/30/1993 - 08/24/1994

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

IA

Issued 03/14/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/04/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/14/2003

Series 4 - Registered Options Principal Examination

BC

Issued 03/08/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/1999

Series 7 - General Securities Representative Examination

BC

Issued 08/27/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Scott Rusthoven.
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