Matthew Thomas Klink
Investment adviser representative at Cetera Investment Advisers LLC
23 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
23 years in the industry.
- Artistic StrategiesFeb 2026 to now
- Klink Wealth Management LLCJan 2026 to now
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCNov 2021 to now
- Artistry WealthJul 2021 to Jan 2026
- First Allied Securities, IncMay 2020 to Sep 2022
- Mammoth, Inc.May 2019 to Aug 2019
- Roselli'sMay 2018 to Aug 2018
- Indiana UniversityAug 2017 to May 2021
- Hamilton Southeastern SchoolsAug 2003 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7258372
- Firm CRD
- 105644