Corneluis Mathews
Advisor at Uisonet
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Corneluis Mathews is a financial advisor at UisOneT with eight years of industry experience. He holds a Series 65 designation and has previously worked at David Allen Capital, Inc. and Brookstone Capital Management. Outside of advising, he provides process improvement consulting through EntityWorks LLC. UisOneT offers fee-based asset management and comprehensive financial planning to individuals, families, businesses, and retirement plans. The firm employs discretionary portfolio management tailored by client-specific investment policies and risk profiles, utilizing a range of investment strategies and external resources.
Client services
Based on Uisonet
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Fixed fees for financial planning services ranging from $200 to $5,000 or more, based on complexity
$0 - $500,000: 2.50% $500,001 - $999,000: 2.25% $1,000,000 - $4,990,000: 1.90% $5,000,000+: 1.65%
Commissions received by representatives from insurance products, including fixed index annuities
Up to $250 per hour for financial planning services
Account minimum: $50,000 Minimum fee: Monthly $8 account management fee, reduced proportionately for accounts below $8,000 Fee-only: Hourly financial planning fees up to $250 per hour; fixed fees ranging from $200 to $5,000 or more, negotiable
Location
Moore, OK
Most active in
Corneluis M has reported serving >5 clients in these states in the last 12 months.
Oklahoma
Work history
David Allen Capital, Inc.
2019 - 2019 (1 year)
Brookstone Capital Management
2017 - Present (9 years)
Self Employed Insurance Agent
2015 - Present (11 years)
Entityworks LLC
2010 - Present (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael F
Series 65
Oklahoma City, OK
Trilogy Financial Solutions
Christopher M
Series 65
Oklahoma City, OK
Integrated Planning Strategies, LLC
Tracy M
Series 63, Series 65
Norman, OK
TRAC Wealth Management, Inc
Raymond R
Series 63, Series 65
Norman, OK
Pismo Pacific Financial Services, LLC
Martin B
Series 66
Oklahoma City, OK
Buchanan Capital Management, LLC
Deborah G
Series 63, Series 66
Moore, OK
Lodestar Asset Management LLC
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