Matthew Hefley
Matthew Hefley is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mt Vernon, IL, 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
2025 Broadway St, Mt Vernon, IL, 62864
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is a partner in BCMP Properties, LLC, managing rental property, and a partner in Hefley & Associates, P.C., where he handles accounting and tax engagements full-time. He also serves as Treasurer/Board Member for Jefferson County CEO Inc. and a board member for Fairfield Memorial Hospital Foundation, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations12 states
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