Steven J Mattern
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered 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 LLCAug 2026 to now
- Cetera Wealth ServicesAug 2026 to now
- RoverJul 2026 to now
- WagJul 2026 to now
- Tradeline ClubFeb 2024 to now
- UnemployedMay 2026 to Aug 2026
- Amfg Wealth Management LLCNov 2024 to Apr 2026
- Equity Services IncMar 2023 to Nov 2024
- National Life GroupFeb 2023 to Nov 2024
- Prudential Insurance Company of AmericaNov 2020 to Feb 2023
- Pruco Securities, LLC.Sep 2020 to Feb 2023
- Edward JonesMar 2020 to Aug 2020
- Urban EngineersMay 2016 to Feb 2017
- Reservoir Group / Als Oil & Gas / EmpiricaAug 2014 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7238443
- Firm CRD
- 105644