MF
MF

Matthew Flynn

16 Years of Experience
Lombard, IL
Broker

Matthew Flynn is a registered investment advisor at Cetera Investment Advisers LLC, based in Lombard, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

One East 22nd Street, Suite 710, Lombard, IL, 60148

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew owns rental property. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2022 - Present · 4 yrs 6 mos
Cetera Investment Services LLC
January 2022 - Present · 4 yrs 6 mos
Cetera Investment Services LLCBroker
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
Usadvisors Wealth Management, LLC
March 2019 - November 2022 · 3 yrs 8 mos
Securities America, INC.Broker
March 2019 - February 2022 · 2 yrs 11 mos
Foresters Advisory Services, LLC
February 2018 - March 2019 · 1 yr 1 mo
Foresters Financial Services, INC.Broker
November 2009 - March 2019 · 9 yrs 4 mos
State Registrations11 states
CAFLGAILMDNCNYORTNWAWI
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.
Matthew Flynn - Financial Advisor | TrueAdvisor