Matthew Urbanski is a registered investment advisor, based in South Bend, IN, with 24 years of industry experience.
Location
17535 Generations Dr, South Bend, IN, 46635
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew owns several businesses including Great Day LLC (rental property), Healy Mortgage LLC, Healy Tax LLC, and The Healy Group. He also works as an agent/broker for Shoemaker Financial selling fixed insurance, and volunteers as a board member for St. Joseph Parish and St. Joseph Catholic Church.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations34 states
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