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Matthew Ryan Howeth

Investment adviser representative at Retirement and Wealth At Alliant, LLC
14 yearsExperience
2 statesRegistered in
$7.4BFirm assets
13 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 assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Osaic Wealth, Inc.Jun 2025 to now
  2. Retirement and Wealth At Alliant, LLCMar 2025 to now
  3. Alliant Retirement Services, LLCMar 2025 to now
  4. Cetera Advisor NetworksMay 2024 to Feb 2025
  5. Cetera Investment Advisers LLCMay 2024 to Feb 2025
  6. Summit Financial GroupMay 2024 to Feb 2025
  7. Ameriprise Financial Services, LLCJul 2022 to Apr 2024
  8. Edward JonesDec 2019 to Jul 2022
  9. Paccar WinchMay 2017 to Nov 2019
  10. TwgMar 2012 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (OK, TX).

Retirement and Wealth At Alliant, LLC

$7.4BAssets managed
222Clients
44Advisers
13 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
7204353
Firm CRD
167970
Advisor's SEC record (opens in a new tab)
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