Heather Matheney
Heather Matheney is a registered investment advisor at Cetera Investment Advisers LLC, based in Cookeville, TN, with 19 years of industry experience. Heather 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
1459 Interstate Drive Ste 205, Cookeville, TN, 38501
Get directionsHistory
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
Heather is involved in several outside business activities, including volunteering as a secretary for Green Pond Church and reviewing scholarship applicants for the Gary Wayne Young Scholarship. She also works as an independent insurance agent selling fixed insurance products and life settlement products, and is a co-owner and managing partner of Evolve Financial Advisors, dedicating full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.