MH
MH

Matthew Haffer

8 Years of Experience
St. Louis, MO
Broker

Matthew Haffer is a registered investment advisor at Cetera Investment Advisers LLC, based in St. Louis, MO, with 8 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

3660 S. Geyer Road, Suite 200, St. Louis, MO, 63127

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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 works as a client service associate for MSMF Wealth Management, a DBA name for his investment practice through Cetera. This investment-related activity takes about a quarter of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2018 - Present · 8 yrs 4 mos
Cetera Financial Specialists LLCBroker
July 2017 - Present · 8 yrs 10 mos
State Registrations1 state
MO
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 Haffer - Financial Advisor | TrueAdvisor