Matthew Heck has been an investment adviser representative at WestPoint Wealth Management since October 2020, and is not listed among the firm’s executive officers or direct owners.
Westpoint Wealth Management, LLC is a Berea, OH firm with $106M under management, 582 clients and 9 advisers across 4 offices, as of its July 2026 filing.
Matthew Heck’s longest registration was 12 years at Charles Schwab & Co., Inc. (2006–2018). Before joining WestPoint Wealth Management in 2020, Matthew Heck was registered through Amfg Wealth Management LLC and Cetera Advisor Networks LLC.
- Gross Investments LLC– · 1 yearMedina, OH · Adviser representative · Firm CRD 310119
- – present · 6 yearsBerea, OH · Adviser representative · Firm CRD 310883
- Amfg Wealth Management LLC– · 1 yearBerea, OH · Adviser representative · Firm CRD 292160
- Cetera Advisor Networks LLC– · under a yearBerea, OH · Adviser representative · Firm CRD 13572
- Charles Schwab & Co., Inc.– · 12 yearsLyndhurst, OH · Adviser representative · Firm CRD 5393
- Intersecurities, Inc.– · under a yearCanton, OH · Adviser representative · Firm CRD 16164
- Axa Advisors, LLC– · 2 yearsAkron, OH · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Matthew Heck is registered as an investment adviser representative in Ohio, since October 2020.
- OhioSince 14 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 June 1997 |
| Series 7 | General Securities Representative Examination | 29 May 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew D Heck
- CRD
- 2890338
- Firm
- WestPoint Wealth Management · CRD 310883
- Office
- 56 FRONT ST, Berea, OH 44017
- Registration
- Investment adviser registration
- In the industry since
- September 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Heck work?
Matthew Heck is an investment adviser representative registered through Westpoint Wealth Management, LLC since October 2020, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Heck a financial advisor?
Yes. Matthew Heck has a current investment-adviser registration in Ohio, through WestPoint Wealth Management since October 2020.
How many years of experience does Matthew Heck have?
Matthew Heck has 29 years in the financial industry, since September 1997, across 7 adviser firms.
What exams has Matthew Heck passed?
Matthew Heck has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1997. FINRA credited Matthew Heck with the SIE, which began in October 2018.
Where did Matthew Heck work before WestPoint Wealth Management?
Before WestPoint Wealth Management, Matthew Heck was registered through Cetera Advisor Networks LLC, November 2018 to September 2019; Charles Schwab & Co., Inc., March 2006 to September 2018; Intersecurities, Inc., September 2005 to March 2006; Axa Advisors, LLC, January 2003 to September 2005.
Where is Matthew Heck based?
Matthew Heck’s registered office is in Berea, OH.
Is Matthew Heck registered with FINRA?
No. Matthew Heck has no current broker registration.
How can I verify Matthew Heck’s record?
Search CRD 2890338 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Heck’s full registration record.