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Matthew Kreager

11 Years of Experience
Troy, MI
BrokerSells Insurance

Matthew Kreager is a registered investment advisor at Cetera Investment Advisers LLC, based in Troy, MI, with 11 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

50 W Big Beaver Rd Suite 600, Troy, MI, 48084

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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 a Director of Financial Planning at Horizon Advisers, a DBA involved in financial services, securities, investment products, and CPA practice, dedicating nearly full-time hours. He is also an independent insurance agent selling fixed insurance products, spending a few hours per week, and owns All City Financial, Inc. for tax and expense management, spending minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
November 2015 - June 2021 · 5 yrs 7 mos
Voya Financial Advisors, INC.Broker
February 2015 - June 2021 · 6 yrs 4 mos
State Registrations32 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.