Matthew Todd Flynn
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Cetera Investment Advisers LLCFeb 2025 to now
- Cetera Wealth Services, LLCFeb 2025 to now
- Sentia WealthFeb 2025 to now
- Mtf Management, Inc.Jul 2021 to now
- Ameriprise Financial Services, LLCJul 2019 to Feb 2025
- Concorde Asset Management, LLCAug 2018 to Jul 2019
- Concorde Investment Services, LLCAug 2018 to Jul 2019
- L.M. Kohn & CompanyOct 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2285454
- Firm CRD
- 105644