Matthew Siers
Matthew Siers is a registered investment advisor at Cetera Investment Advisers LLC, based in St Cloud, MN, 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
Firm Size
IM Fee
Assets Under Management
Location
1407 33rd St S, St Cloud, MN, 56301
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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/broker for North Star Consultants & North Star Brokerage Group, offering group/employee benefits and fixed insurance options (excluding annuities), dedicating a few hours per week. He also uses Jacobs Financial as a DBA and is a board member for Sartell Chamber of Commerce, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations7 states
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