Matthew Mann
Matthew Mann is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cold Spring, KY, with 13 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
3955 Alexandria Pike, Suite D, Cold Spring, KY, 41076
Get directionsHistory
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 for Avantax Insurance Agency selling annuities, dedicating a few hours per week. He also owns Hicks & Mann (accounting/tax prep), The Goat Bar & Grill LLC, and rental properties, and is a partner at Hicks & Mann Wealth Management LLC, spending nearly full-time hours on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations13 states
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.