Matthew Brenneman
Matthew Brenneman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Wilmington, NC, with 18 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
Firm Size
IM Fee
Assets Under Management
Location
5028 Randall Parkway, Wilmington, NC, 28403
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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 is a managing member of i3 Insurance Agency LLC, a landlord for a rental home, and the owner of Brenneman Independent Planning, LLC. He also works as an independent insurance agent selling fixed insurance products and is the president of Carolina Office Place, dedicating minimal time 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
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations8 states
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