Matthew Burke Price

Current Employers

Employment History

• 05/2009 → Present
  Plancorp, Inc.
  Valley View, OH
• 05/2009 → Present
  Financial Management Strategies, Inc.
  Valley View, OH
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2010-01-19 → 2013-09-03
  Walnut Street Securities, Inc.
  Valley View, OH
• 2006-05-10 → 2009-05-07
  Ameriprise Financial Services, Llc
  Westlake, OH
• 2003-10-27 → 2005-04-01
  Ameriprise Financial Services, Llc
  Independence, OH

Other Businesses

(1) INDEPENDENT INSURANCE AGENT (DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, MEDICARE RELATED PRODUCTS) 6 SECURITITES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS, START DATE 5/2009 (2) INVESTMENT ADVISOR - FINANCIAL MANAGEMENT STRATEGIES, INC. - 10 SECURITIES TRADING HOURS WEEKLY, 0 NON SECURITIES TRADING HOURS WEEKLY, START DATE 5/2009 (3) NAME OF OTHER BUSINESS: WADSWORTH SCHOOLS; INVESTMENT RELATED: NO; ADDRESS: 625 BROAD ST, WADSWORTH, OH 44281; NATURE OF BUSINESS: FOOTBALL COACHING; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: COACH; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: COACHING FOOTBALL; (4) NAME OF OTHER BUSINESS: PILLAR FINANCIAL GROUP LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2025; POSITION/TITLE/RELATIONSHIP: FOUNDING PARTNER; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (5) NAME OF OTHER BUSINESS: WADSWORTH GRIZZLY BASKETBALL CLUB; INVESTMENT RELATED: NO; ADDRESS: 10330 GOLDEN RIDGE DRIVE WADSWORTH, OH 44281; NATURE OF BUSINESS: NON PROFIT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: YOUTH BASKETBALL, WILL HELP GROW YOUTH ORGANIZATION;

Exams

• S66 Uniform Combined State Law Examination
  2008-05-14