Matthew Bellin
Matthew Bellin is a registered investment advisor at Cetera Investment Advisers LLC, based in Madison, WI, with 14 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
2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711
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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 an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance since 2017. He also owns EB Capital Management and is a financial professional at North Star Resource Group, both DBAs for financial services, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLC
Cri Securities, LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Cri Securities, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations23 states
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