Matthew Stephens
Investment adviser representative at Cetera Investment Advisers LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets
Are you Matthew Stephens? Claim your profile
Contact this firm
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
18 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Equity Indexed AnnuitiesJun 2025 to now
- Kona Ice of Benton & HaughtonJun 2025 to now
- US Army ReserveFeb 2008 to now
- Avantax Advisory SerivesNov 2020 to Sep 2025
- Avantax Investment Services, Inc.Nov 2020 to Sep 2025
- Avantax Advisory ServicesJul 2019 to Nov 2020
- Zeiders EnterprisesJul 2019 to Nov 2020
- Avantax Investment Services, Inc.Jul 2019 to Aug 2020
- Edward JonesMay 2019 to Jul 2019
- Zeiders EnterprisesAug 2018 to May 2019
- Avantax Insurance Services, LLCNov 2016 to Sep 2025
- Hd Vest Advisory ServicesJul 2016 to Mar 2019
- Hd Vest Investment ServicesMay 2016 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 6137307
- Firm CRD
- 105644