Andrew Matuzak
Investment adviser representative at Cetera Planning Partners
15 yearsExperience
2 statesRegistered in
PFSDesignation
$4.2BFirm 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 assetsFixed 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
15 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Yeo & Yeo P.C., Cpas & Business AdvisorsDec 2011 to now
- Yeo & Yeo P.C., Cpas & Business ConsultantsDec 2011 to now
- Avantax Planning Partners, Inc.Dec 2022 to Sep 2026
- Avantax Investment Services Inc.Dec 2022 to Sep 2025
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 7329825
- Firm CRD
- 129625