Matthew Stephens

Current Employers

Employment History

• 02/2008 → Present
  Us Army Reserve
  Grand Prairie, TX
• 05/2016 → 03/2019
  Hd Vest Investment Services
  Irving, TX
• 07/2016 → 03/2019
  Hd Vest Advisory Services
  Irving, TX
• 08/2018 → 05/2019
  Zeiders Enterprises
  Barksdale Afb, LA
• 11/2016 → 09/2025
  Avantax Insurance Services, Llc
  Shreveport, LA
• 05/2019 → 07/2019
  Edward Jones
  St Louis, MO
• 07/2019 → 11/2020
  Zeiders Enterprises
  Barksdale Afb, LA
• 07/2019 → 11/2020
  Avantax Advisory Services
  Shreveport, LA
• 07/2019 → 08/2020
  Avantax Investment Services, Inc.
  Shreveport, LA
• 11/2020 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 11/2020 → 09/2025
  Avantax Advisory Serives
  Dallas, TX
• 02/2008 → Present
  Us Army Reserve
  Lake Charles, LA
• 06/2025 → Present
  Kona Ice Of Benton & Haughton
  Benton, LA
• 06/2025 → Present
  Equity Indexed Annuities
  Benton, LA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Benton, LA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-11-24 → 2025-09-05
  Avantax Advisory Services
  Atlanta, TX
  Shreveport, LA
  Dallas, TX
  Bossier City, LA
  Benton, LA
  Dallas, TX
• 2019-07-22 → 2020-11-18
  Avantax Advisory Services
  Shreveport, LA
• 2019-05-24 → 2019-07-09
  Edward Jones
  Bossier City, LA
  Shreveport, LA
• 2016-07-18 → 2019-03-01
  Avantax Advisory Services
  Irving, TX
  Boosier City, LA
• 2016-02-09 → 2016-06-10
  Morgan Stanley
  Dallas, TX
• 2015-01-13 → 2015-11-25
  Pnc Managed Account Solutions, Inc.
  Dallas, TX
• 2013-02-26 → 2014-12-15
  Edward Jones
  Allen, TX
  Dallas, TX
  St Louis, MO

Other Businesses

1) US Army Reserve~397 Armed Forces Dr Grand Prairie~TX~75051~Other~Employee~2/23/2008~4hrs~0hrs~Military duty as assigned 2) US ARMY RESERVE; POSITION: Section Supervisor NATURE: Army Reserve duty. Army Finance Officer INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 1 START DATE: 02/23/2008; 2300 10th St, Lake Charles LA 70601, Obligation includes various active duty periods, but on average equate to one weekend per month and two week active duty periods around summertime. 3) WILLOW CHUTE FINANCIAL POSITION: Owner/Financial Advisor NATURE: Financial planning for individuals and small business. Services include investment management and financial planning. Separately offering financial coaching services for fee. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2022 219 Conti Way, Bossier City LA 71111, Financial planning for individuals and small business. Services include investment management and financial planning. Responsible for business development and client acquisition, service of client accounts, and compliance. 4) WILLOW CHUTE FINANCIAL POSITION: Owner/Financial Advisor NATURE: Financial planning for individuals and small business. Services include investment management and financial planning. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2022 ADDRESS: 227 Fairburn Ave, Suite A, Benton LA 71006 DESCRIPTION: Financial planning for individuals and small business. Services include investment management and financial planning. 5) KONA ICE OF BENTON & HAUGHTON POSITION: Owner NATURE: Food truck, offering shaved ice. I am the owner of the business in partnership with my spouse, who operates the business. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/16/2025 ADDRESS: 227 Fairburn Ave, Suite A, Benton LA 71006, United States DESCRIPTION: I do not have any daily responsibilities. But when needed, I am able to fully operate the truck, which includes point of sale transactions (cash/card), preparing shaved ice and adding flavors, cleaning/maintaining truck, driving to/from events. 6) NAME OF OTHER BUSINESS: NATIONAL DEFENSE INDUSTRIAL ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 2101 WILSON BLVD SUITE 700 ARLINGTON, VA 22201; NATURE OF BUSINESS: NON PROFIT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: MAINTAIN COMPLIANCE WITH HEADQUARTERS REPORTING AND EXPENSE POLICIES FOR RED RIVER CHAPTER;

Exams

• S66 Uniform Combined State Law Examination
  2013-02-22

Designations

Other Names

• Matthew Stephens
• Matthew Russell Stephens