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Matthew Jon Crooks

Cetera Investment Advisers LLC

Indianapolis, IN

Brazil, IN

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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
TX RA APPROVED_RES 2025-07-18
IN RA APPROVED 2019-06-19
  • TX RA
    APPROVED_RES
    Since 2025-07-18
  • IN RA
    APPROVED
    Since 2019-06-19

Branch Locations

10194 Crosspoint Boulevard Suite # 100, Indianapolis, IN 46256 • United States

Brazil, IN • 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
Coach'S Timeout Sports Bar & Grille Brazil IN 06/2009 Present
Foresters Financial Services Indianapolis IN 02/2011 06/2019
Foresters Advisory Services Llc Indianapolis IN 05/2018 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 Present
Cetera Investment Advisers Llc Indianapolis IN 06/2019 Present
  • 06/2009 → Present
    Coach'S Timeout Sports Bar & Grille
    Brazil, IN
  • 02/2011 → 06/2019
    Foresters Financial Services
    Indianapolis, IN
  • 05/2018 → 06/2019
    Foresters Advisory Services Llc
    Indianapolis, IN
  • 06/2019 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2019 → Present
    Cetera Investment Advisers Llc
    Indianapolis, IN
Previous Registrations
  • 2018-05-08 → 2019-06-24
    Foresters Advisory Services, Llc
    Indianalpolis, IN
Other Businesses

1. COACHS TIMEOUT SPORTS BAR. BARTENDER 2. THREE OAKS FINANCIAL PLANNING LLC, DBA FOR CETERA BUSINESS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-12
S63 Uniform Securities Agent State Law Examination 2011-06-06
  • S65 Uniform Investment Adviser Law Examination
    2018-04-12
  • S63 Uniform Securities Agent State Law Examination
    2011-06-06

View on SEC IAPD

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