Matt Joseph Muhlenkamp

Current Employers

Employment History

• 01/1995 → Present
  Muhlenkamp & Associates Llc
  Celina, OH
• 09/2015 → 10/2019
  1St Global Capital Corp
  Celina, OH
• 09/2015 → 10/2019
  1St Global Advisors, Inc
  Celina, OH
• 10/2019 → 09/2025
  Avantax Advisory Services
  Celina, OH
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Celina, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Ft Recovery, OH
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Celina, OH
  Ft Recovery, OH
• 2015-09-29 → 2019-10-25
  1St Global Advisors Inc
  Celina, OH
  Fort Recovery, OH

Other Businesses

1) MUHLENKAMP & GAGEL WEALTH ADVISORS, LLC POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2015 ADDRESS: Celina OH 45822, United States DESCRIPTION: FINANCIAL ADVISOR PROVIDING FINANCIAL SERVICES 2) SELF EMPLOYED FARMER POSITION: HOG RAISER ON CONTRACT (4,000 HOG SPACES) NATURE: GRAIN FARM 800 ACRES (OWN & RENTAL LAND) INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: Celina OH 45822, United States DESCRIPTION: PLANT & HARVEST CORN BEANS WHEAT, SUPERVISE FULL-TIME EMPLOYEE WHO OVERSEES HOGS; 3) MUHLENKAMP ENTERPRISES INC POSITION: Co-owner NATURE: Commercial Building Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: Muhlenkamp Enterprises Inc owns commercial building located at 215 N. Main St., Celina OH 45822. Building is rented to our accounting firm and financial services company. Only duties and responsibilities is paying the insurance and real estate tax. 3) MICHAEL C & CYNTHIA L MUHLENKAMP TRUST POSITION: TRUSTEE NATURE: Mike & Cindy Muhlenkamp (cousin and neighboring farmer) would like to appoint me trustee over management of their farm land for the benefit of their two sons. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2037 ADDRESS: 2370 OREGON ROAD, CELINA OH 45822, United States DESCRIPTION: As trustee, I would ensure that farm land is rented for reasonable rate and remaining proceeds, after paying real estate tax and insurance, are disbursed to the two beneficiaries (two sons). 4) MUHLENKAMP & ASSOCIATES LLC POSITION: CPA - Member NATURE: Tax, payroll & accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1995 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: Owner & Manager 5)GARY J HEMMELGARN REV LIVING TRUST POSITION: TRUSTEE UPON CLIENT DEATH NATURE: GARY HEMMELGARN, HIS WIFE SHARON AND HIS FOUR SONS ARE NOT INVESTMENT CLIENTS. HE HAS REQUESTED THAT I PERFORM TRUSTEE DUTIES UPON BOTH GARY & SHARON'S PASSING. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2023 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: TRUSTEE SHALL HOLD, ADMINISTER, AND DISPOSE OF ALL TRUST PROPERTY IN ACCORDANCE WITH TERMS OF TRUST. 6) COUNTING CAPITAL LLC POSITION: Partner NATURE: Counting Capital LLC owns new branch office located at 807 Blue Jacket Drive, Fort Recovery OH 45846 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: Manage commercial real estate. 7) F&V MUHLENKAMP FARMS POSITION: CUSTODIAN/TRUSTEE OF CHECKBOOK NATURE: A NEIGHBORING FARMER & FIRST COUSIN TO MY DAD PASSED AWAY 20+ YEARS AGO AND ASKED MY DAD BEFORE HE PASSED TO MANAGE THE MONIES FOR LAND CO-OWNED BY HIS CHILDREN. MY OWN FATHER, NEAL, WHO TURNS 80 THIS YEAR, WOULD LIKE FOR ME TO PAY THE REAL ESTATE TAX, INSURANCE, AND OVERSEE THIS FARM ACTIVITY CHECKBOOK. THIS ACCOUNT TYPICALLY HAS 12 TO 24 TRANSACTIONS ANNUALLY (VERY MINIMAL). I DO NOT ENGAGE IN ANY FINANCIAL ACTIVITIES WITH RESPECT TO THE LANDOWNERS OR ANY PARTIES ASSOCIATED WITH THIS CHECKBOOK. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: MAKE GRAIN DEPOSITS AND PAY FARM EXPENSES (INSURANCE, REAL ESTATE TAX, FERTILIZER, SEED) ASSOCIATED WITH THIS FARM ACCOUNT OWNED BY THREE COUSINS. MY FATHER HAS PERFORMED THIS ACCOUNTING SERVICE FOR 20+ YEARS FOR CLIENT. THESE CLIENTS ARE LAND NEIGHBORS TO OUR FARM.

Exams

• S66 Uniform Combined State Law Examination
  2015-09-28