Matthew T Kissell

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

• 09/2013 → Present
  Kissell Financial, Llc
  Garrettsville, OH
• 06/2015 → 09/2025
  Avantax Investment Services, Inc.
  Garrettsville, OH
• 03/2016 → 09/2025
  Avantax Advisory Services
  Garrettsville, OH
• 07/2017 → 09/2025
  Avantax Insurance Agency Llc
  Garrettsville, OH
• 06/2014 → Present
  Geauga Property Group Llc
  Garrettsville, OH
• 07/2017 → Present
  Eia
  Garrettsville, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Garrettsville, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-03-23 → 2025-09-05
  Avantax Advisory Services
  Garrettsville, OH

Other Businesses

Kissell Financial, LLC~'NIR'~852 State St, Ste 5~Garrettsville~OH~44231~Tax Preparation/Accounting~Owner/Sole Proprietor~9/1/2013~120hrs~80hrs~Tax Preparation, Accounting, Bookkeeping, Payroll|Twin Property Group LLC~'NIR'~7521 State Route 82~Garrettsville~OH~44231~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~2/1/2016~4hrs~0hrs~Oversee real estate investment properties.|Garrettsville Baseball Association Inc~'NIR'~7545 State Route 82~Garrettsville~OH~44231~Board Position/Officer~Other~1/15/2019~2hrs~2hrs~Administration and organization of baseball leagues and coaches and players.|Geauga Property Group LLC; Member; Rental Property; NIR; 0; 06/30/2014; PO Box 223 Garrettsville OH 44231; Owner and manager of residential and mixed use rental property.

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-10-26
• S65 Uniform Investment Adviser Law Examination
  2016-03-18

Other Names

• Matthew Terrance Kissell