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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2023-06-29
  • NE RA
    APPROVED
    Since 2023-06-29

Branch Locations

313 S Robinson Ave Box 827, Hartington, NE 68739 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Insurance & Wealth Strategies Hartington NE 07/2012 05/2022
Vsr Financial Services, Inc Overland Park KS 07/2012 09/2016
Vsr Advisory Services Overland Park KS 10/2012 09/2016
Matt Dresden Insurance Solutions, Llc Hartington NE 01/2014 05/2022
Summit Brokerage Services, Inc. Hartington NE 09/2016 09/2019
Summit Financial Group Inc Boca Raton FL 09/2016 05/2021
Cetera Wealth Services, Llc El Segundo CA 09/2019 Present
Security Wealth Strategies Hartington NE 06/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Security Bank Agency Hartington NE 06/2022 Present
  • 07/2012 → 05/2022
    Insurance & Wealth Strategies
    Hartington, NE
  • 07/2012 → 09/2016
    Vsr Financial Services, Inc
    Overland Park, KS
  • 10/2012 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 01/2014 → 05/2022
    Matt Dresden Insurance Solutions, Llc
    Hartington, NE
  • 09/2016 → 09/2019
    Summit Brokerage Services, Inc.
    Hartington, NE
  • 09/2016 → 05/2021
    Summit Financial Group Inc
    Boca Raton, FL
  • 09/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2022 → Present
    Security Wealth Strategies
    Hartington, NE
  • 06/2023 → Present
    Schaumburg, IL
  • 06/2022 → Present
    Security Bank Agency
    Hartington, NE
Previous Registrations
  • 2016-09-01 → 2021-05-20
    Summit Financial Group Inc
    Hartington, NE
  • 2012-10-09 → 2016-09-01
    Vsr Financial Services, Inc.
    Hartington, NE
    Overland Park, KS
Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/2022 APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 2) NAME OF OTHER BUSINESS: SECURITY WEALTH STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: 102 NORTH BROADWAY HARTINGTON, NE 68739; NATURE OF BUSINESS: FINANCIAL AND INSURANCE SERVICES; START DATE: 6/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 3) NAME OF OTHER BUSINESS: HOLY TRINITY CATHOLIC CHURCH; INVESTMENT RELATED: NO ; ADDRESS: 404 BROADWAY P O BOX 278 HARTINGTON, NE 68739 NATURE OF BUSINESS: NON PROFIT; START DATE: 8/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: SET AND MONITOR BUDGET, HELP PASTOR PRIORITIZE AND DECIDE ON REPAIRS; 4. NAME OF OTHER BUSINESS: NORTHEAST COMMUNITY COLLEGE FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: 801 E. BENJAMIN AVE, NORFOLK, NE, 68701, NATURE OF BUSINESS: NON-PROFIT, START DATE: 07/2022, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SUPPORT AND PROMOTE PROGRAMS AND EDUCATIONAL OPPORTUNITIES; 5. NAME OF OTHER BUSINESS: SECURITY BANK AGENCY; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE DBA, START DATE: 6/2022, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE & SERVICE OF FIXED INSURANCE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-09-26
S63 Uniform Securities Agent State Law Examination 2007-06-23
  • S66 Uniform Combined State Law Examination
    2012-09-26
  • S63 Uniform Securities Agent State Law Examination
    2007-06-23
Other Names
  • Matt Dresden

View on SEC IAPD

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