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Matthew Wedel

3 Years of Experience
Edmond, OK
Broker

Matthew Wedel is a registered investment advisor at Cetera Investment Advisers LLC, based in Edmond, OK, with 3 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

16328 Muirfield Place, Edmond, OK, 73013

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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 Services Associate at Wymer Brownlee Wealth Strategies, providing financial services to clients and managing retirement accounts, dedicating nearly full-time hours to this role. He also serves as a trustee for The Lukenbaugh Family Trust, with limited duties and responsibilities.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
September 2022 - September 2025 · 3 yrs
Avantax Investment Services, INC.Broker
July 2022 - September 2025 · 3 yrs 2 mos
State Registrations1 state
OK
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.