MG
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Matthew Guynan

15 Years of Experience
Omaha, NE
BrokerSells Insurance

Matthew Guynan is a registered investment advisor at Cetera Investment Advisers LLC, based in Omaha, NE, with 15 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

9900 Nicholas St Ste 360, Omaha, NE, 68114

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Matthew is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. He also operates under the DBAs Curnes Financial Group, CFG Advisors, and Guynan Wealth Management, LLC, spending nearly full-time hours providing financial services and owning Guynan Wealth Management, LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
February 2011 - June 2023 · 12 yrs 4 mos
Financial Network Investment Corporation
January 2011 - January 2011 · 0 mos
State Registrations16 states
ARAZCACOFLGAIAKSMNMONDNENYSDWIWV
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.