AM
PFS
AM
PFS

Andrew Matuzak

4 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
265 advisors
Number of Clients
8,371 clients
Average Client Portfolio
$828K average
Assets Under Management
$6.9B

Fee Structure

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Location

5300 Bay Road, Suite 500, Saginaw, MI, 48604

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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

Andrew is a board member for SVSU's College of Business & Management, an independent advisor representative with Avantax Planning Partners, and a senior manager at Yeo & Yeo P.C. CPAs & Business Advisors. He also serves as treasurer for Rotary International Club of Saginaw Valley and Thomas Township Business Association.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 5 mos
Avantax Planning Partners, INC.
February 2021 - Present · 5 yrs
Previous Registrations
Avantax Investment Services, INC.Broker
January 2023 - September 2025 · 2 yrs 8 mos
State Registrations9 states
COFLHIIAMINVOHTNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.