Matthew Scott Onstot
Investment adviser representative at Wilon Wealth Management
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$264.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Purshe Kaplan Sterling InvestmentsMay 2021 to now
- College Street Enterprises, LLCSep 2008 to now
- Wilon Wealth ManagementApr 2007 to now
- Securities America AdvisorsOct 2015 to May 2021
- Securities America IncOct 2015 to May 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (IA, TX).
Wilon Wealth Management
Legal name: Binnacle Investments, Inc.
$264.1MAssets managed
354Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4862687
- Firm CRD
- 313185