Matthew Joseph Urbanski

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → 08/2023
  Securian Financial Services
  St Paul, MN
• 07/2001 → 08/2023
  Minnesota Life Ins Co
  St Paul, MN
• 07/2010 → Present
  Shoemaker Financial
  South Bend, IN
• 08/2023 → Present
  Cetera Wealth Services, Llc
  South Bend, IN
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2025 → Present
  Preusski, Llc
  South Bend, IN

Previous Registrations

• 2009-06-04 → 2023-08-10
  Securian Financial Services, Inc.
  Germantown, TN
  South Bend, IN
  South Bend, IN
  St. Paul, MN

Other Businesses

1) GREAT DAY LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2016 ADDRESS: , South Bend IN , United States DESCRIPTION: Owner 2) HEALY MORTGAGE LLC POSITION: Owner NATURE: Mortgage INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: , South Bend IN , United States DESCRIPTION: Owner 3) HEALY TAX LLC POSITION: Owner NATURE: Accountant/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2018 ADDRESS: , South Bend IN , United States DESCRIPTION: Owner 4) THE HEALY GROUP POSITION: Owner NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: , South Bend IN , United States DESCRIPTION: Owner 5) SHOEMAKER FINANCIAL FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/27/2019 ADDRESS: 2176 West St Ste 100, Germantown TN 38138, United States DESCRIPTION: Fixed Insurance sales 6) NAME OF OTHER BUSINESS: ST. JOSEPH PARISH; INVESTMENT RELATED: NO; ADDRESS: 711 COLFAX SOUTH BEND, IN 46615; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/CHRISTIAN ACTION COMMITTEE; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP PARISHIONERS FIND AND ENGAGE IN VOLUNTTER OPTIONS AT THE CHURCH; 7) NAME OF OTHER BUSINESS: ST. JOSEPH CATHOLIC CHURCH; INVESTMENT RELATED: NO; ADDRESS: 711 COLFAX SOUTH BEND, IN 46615; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: VOLUNTEER BOARD MEMBER/HAITI COMMITTEE; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: WORK WITH TWIN PARISH TO BUILD JOINT COMMUNITY BETWEEN PARISH AND SCHOOLS; 8) NAME OF OTHER BUSINESS: PREUSSKI, LLC; INVESTMENT RELATED: NO; ADDRESS: 17818 PRINCE ALBERT COURT, SOUTH BEND, IN 46530; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 6/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LLC SET UP TO POOL FUNDS FOR INVESTMENT IN HOLLADAY PROPERTIES FUND LP;

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-05-18
• S63 Uniform Securities Agent State Law Examination
  2001-10-23