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Matthew Kilburn

22 Years of Experience
St. Louis, MO
1 DisclosureBrokerSells Insurance

Matthew Kilburn is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Louis, MO, with 22 years of industry experience. Matthew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2507 River Winds Court, St. Louis, MO, 63129

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History

Regulatory History (1)
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Judgment / Lien
November 2013
Other Business ActivitiesSells Insurance

Matthew operates Prosperity Financial LLC as a DBA for financial services, investment advising, and fixed insurance, dedicating nearly full-time hours to it. He also uses O'Connor Insurance Agency as a DBA for financial services and fixed insurance, spending about 10-20% of his time there and earning commissions.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
May 2006 - Present · 20 yrs
Previous Registrations
Cetera Advisors LLC
May 2006 - March 2024 · 17 yrs 10 mos
New England Securities Corporation
January 2004 - June 2006 · 2 yrs 5 mos
New England SecuritiesBroker
May 2003 - June 2006 · 3 yrs 1 mo
State Registrations10 states
AZFLIAILLAMNMOOHTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.