Matthew Cullen Thomasson

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

• 11/2015 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2016 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2016 → Present
  Arnzen & Roe Financial Services, Inc;
  Cape Girardeau, MO

Other Businesses

1) NAME OF OTHER BUSINESS: ARNZEN & ROE FINANCIAL SERVICES, INC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2016; POSITION/TITLE/RELATIONSHIP: REGISTERED REP / INVESTMENT ADVISOR REP; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES, RESEARCH AND ANALYSIS;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-13
• S63 Uniform Securities Agent State Law Examination
  2016-08-06