Financial advisor
Matt Cuplin
Now at Osaic · Midwest Financial Group · Madison, WI
Registered as MATTHEW MARK CUPLIN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Midwest Financial Group | Commonwealth | Osaic | Lateral | September 2, 2026 | $450M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| OSAIC WEALTH, INC. | Investment adviser | August 18, 2026 | Current |
| COMMONWEALTH FINANCIAL NETWORK | Broker-dealer | November 27, 2017 | December 31, 2024 |
| COMMONWEALTH FINANCIAL NETWORK | Investment adviser | November 27, 2017 | August 20, 2026 |
| SII INVESTMENTS, INC. | Investment adviser | October 16, 2009 | November 27, 2017 |
| SII INVESTMENTS, INC. | Broker-dealer | October 16, 2009 | November 27, 2017 |
| AMERITAS INVESTMENT CORP | Investment adviser | September 11, 2008 | November 9, 2009 |
| AMERITAS INVESTMENT CORP. | Broker-dealer | September 11, 2008 | November 9, 2009 |
| THRIVENT INVESTMENT MANAGEMENT INC. | Investment adviser | January 9, 2008 | July 30, 2008 |
| THRIVENT INVESTMENT MANAGEMENT INC. | Broker-dealer | October 30, 2007 | July 30, 2008 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.