Matthew Cash
Matthew Cash is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Grosse Pointe Wood, MI, with 16 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
Grosse Pointe Wood, MI
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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 financial planning consultant for Avantax Insurance Agency and/or Avantax Insurance Services since 2022, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations27 states
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