Mark Matkovic
Mark Matkovic is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Indianapolis, IN, with 33 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5440 Lafayette Rd, Indianapolis, IN, 46254
Get directionsHistory
Regulatory History (1)
Criminal
May 1975Other Business ActivitiesSells Insurance
Mark sells equity indexed annuities through Avantax Insurance Agency and owns Matkovic Financial Group, providing tax preparation and accounting services, taking about half of his time. He also owns rental properties and Lafayette Road Properties (LRP), LLC, primarily for property ownership and management, requiring minimal time.
Employment History
Current Registrations
Avantax Planning Partners, INC.
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 states
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