DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew Douglas Weinert

Valic Financial Advisors, Inc.BD affiliatedBoise, Iddual registrantIAPD 6165021

Feed of 09/14/2026

Also filed as Matt Douglas Weinert

At current firm

0 y

since May 4, 2026

In the industry

13 y

since Mar 1, 2013 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Valic Financial Advisors, Inc. BD affiliated current
since May 4, 2026 · Boise, Id
Inspire Investing, LLC asset manager
Dec 5, 2022 to Jul 24, 2023 · Meridian, Id
Inspire Advisors, LLC independent RIA
Dec 5, 2022 to Jul 24, 2023 · Meridian, Id
Desert Rose Capital Management, Inc. independent RIA
Jun 30, 2022 to Nov 2, 2022 · Meridian, Id
Clear Creek Financial Management, LLC independent RIA
Sep 13, 2021 to May 10, 2022 · Silverdale, Wa
Cuso Financial Services, L.P. former
May 28, 2019 to Jul 9, 2020 · Scappoose, Or
Valic Financial Advisors, Inc. BD affiliated
Jul 24, 2013 to Apr 26, 2019 · Portland, Or

Moves

a registration end followed by a registration begin elsewhere

Inspire Investing, LLC to Inspire Advisors, LLC
left Jul 24, 2023, registered Dec 5, 2022 (-231 days) · Other
Inspire Advisors, LLC to Valic Financial Advisors, Inc.
left Jul 24, 2023, registered May 4, 2026 (1015 days) · RIA to affiliated broker-dealer or bank
Desert Rose Capital Management, Inc. to Inspire Investing, LLC
left Nov 2, 2022, registered Dec 5, 2022 (33 days) · Other
Clear Creek Financial Management, LLC to Desert Rose Capital Management, Inc.
left May 10, 2022, registered Jun 30, 2022 (51 days) · Other
Cuso Financial Services, L.P. to Clear Creek Financial Management, LLC
left Jul 9, 2020, registered Sep 13, 2021 (431 days) · Affiliated broker-dealer or bank to independent RIA
Valic Financial Advisors, Inc. to Cuso Financial Services, L.P.
left Apr 26, 2019, registered May 28, 2019 (32 days) · Affiliated broker-dealer or bank to another

Signals

Matthew Douglas Weinert left Inspire Advisors, Llc for Valic Financial Advisors, Inc. (registered 2026-05-04)
Jul 24, 2023 · Advisor changed firm · fact
Matthew Douglas Weinert left Inspire Investing, Llc for Inspire Advisors, Llc (registered 2022-12-05)
Jul 24, 2023 · Advisor changed firm · fact
Matthew Douglas Weinert left Desert Rose Capital Management, Inc. for Inspire Investing, Llc (registered 2022-12-05)
Nov 2, 2022 · Advisor changed firm · fact
Matthew Douglas Weinert left Clear Creek Financial Management, Llc for Desert Rose Capital Management, Inc. (registered 2022-06-30)
May 10, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address