Matthew Russell Hefley
Investment adviser representative at Cetera Investment Advisers LLC
17 yearsExperience
2 statesRegistered in
PFS, CFP® certificationDesignations
$256.8BFirm assets
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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
17 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Hefley & AssociatesJan 2012 to now
- Richard I. Montgomery PcJan 2012 to now
- Richard I MontgomeryJun 2009 to now
- Avantax Insurance Agency And/or Avantax Insurance ServicesJul 2014 to Sep 2025
- Avanatx Investment Services, Inc.Jul 2009 to Sep 2025
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5697408
- Firm CRD
- 105644