Harry Matthew Witte

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

• 07/2002 → 08/2023
  Minnesota Life
  St. Paul, MN
• 07/2002 → 08/2023
  Securian Financial Services Inc.
  St. Paul, MN
• 07/2002 → Present
  Renaissance Financial Corp
  St. Louis, MO
• 05/1999 → Present
  H. Matthew Witte, Cpa/Pfs
  St. Louis, MO
• 03/2003 → Present
  R.F. Brokerage
  St. Louis, MO
• 05/2004 → Present
  Coop Ins Agency, Inc
  San Diego, CA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  St. Louis, MO
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-09-19 → 2023-08-10
  Securian Financial Services, Inc.
  St. Louis, MO
  St. Louis, MO
  St. Paul, MN

Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: March 2003 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: July 2002 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. ROMAN CATHOLIC FOUNDATION OF EASTERN MISSOURI POSITION: Member NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 441 MARK DRIVE, ST. LOUIS MO 63122, United States DESCRIPTION: Investment Committee 4. STE. GENEVIEVE DU BOIS PARISH POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2012 ADDRESS: 441 MARK DRIVE, ST. LOUIS MO 63122, United States DESCRIPTION: Catholic Ministry to residents of Archdiocese of St. Louis 5. H. MATTHEW WITTE CPA/PFS POSITION: Owner NATURE: Accountant/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/1999 ADDRESS: 441 MARK DRIVE, ST. LOUIS MO 63122, United States DESCRIPTION: Provide advice on accounting & tax issues. No CPA activity allowed without prior authorization. 6. NAME OF OTHER BUSINESS: ARCHDIOCESE OF ST. LOUIS, MISSOURI; INVESTMENT RELATED: NO; ADDRESS: 441 MARK DRIVE ST. LOUIS, MO 63122; NATURE OF BUSINESS: NON PROFIT; START DATE: 06/20212; POSITION/TITLE/RELATIONSHIP: PERMANENT DEACON; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PRISON MINISTRY, LITURGICAL LEADERSHIP, MARRIAGE PREPARATION, BAPTISMS, COMMITTEE WORK, FOOD PANTRY MINISTRY, PARISH LEADERSHIP, ETC.;

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-08-29

Designations

• Personal Financial Specialist