Andrew Matuzak

Current Employers

Employment History

• 12/2022 → Present
  Avantax Planning Partners, Inc.
  Saginaw, MI
• 12/2011 → Present
  Yeo & Yeo P.C., Cpas & Business Consultants
  Saginaw, MI
• 12/2022 → 09/2025
  Avantax Investment Services Inc.
  Saginaw, MI
• 02/2020 → Present
  103 Provincial Court #31, Llc
  Saginaw, MI
• 12/2011 → Present
  Yeo & Yeo P.C., Cpas & Business Advisors
  Saginaw, MI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Saginaw, MI

Other Businesses

1) SVSU COLLEGE OF BUSINESS & MANAGEMENT ADVISORY BOARD; Board Member; Our board helps provide input on curriculum and various programs for students through SVSU's College of Business and Management; NIR; HRS 1; HRS 0; 01/01/2019; 7400 Bay Road, CCB 302, University Center MI 48710; provide input on curriculum and how SVSU can adapt with the changing needs of their community and business partners to maintain competitive with today's job market. 2) APP; Independent Advisor Representative; I provide investment-related advice to clients through Avantax Planning Partners; IR; HRS 10; HRS 10; 12/09/2022; 5300 BAY ROAD, SUITE 500, SAGINAW MI 48064; Financial AdviceTax Planning Investment Planning Estate Planning Communications with clients 3) YEO & YEO P.C., CPAS & BUSINESS ADVISORS; Senior Manager; Yeo & Yeo PC is an accounting firm; NIR; HRS 140; HRS 110; 12/05/2011; 5300 BAY ROAD, SUITE 100, SAGINAW MI 48604; Tax planningTax preparationExamination servicesBusiness consultingFinancial statementsAccounting services 4) 103 PROVINCIAL COURT #31, LLC; Manager; This LLC owned and operated a single rental property up until it was sold in August 2023. The property was a condominium located at 103 Provincial Court #31, Saginaw, MI 48638. The LLC is still being maintained but does not have any assets as of August 31, 2023; IR; HRS 1; HRS 0; 02/03/2020; 711 Timberwood Ln, SAGINAW MI 48609; Prior to September 2023:Management of residential rental propertyCollection of rentMaintenanceContracting repairsPaying bills 5) ROTARY INTERNATIONAL CLUB OF SAGINAW VALLEY, ROTARY CLUB OF SAGINAW VALLEY POSITION: Treasurer NATURE: Rotary is a service organization and ou local club is a non-profit organization on which I serve as a board member. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 09/01/2013 ADDRESS: PO Box 6161, SAGINAW MI 48608 DESCRIPTION: Treasurer:Collecting duesPaying billsBookkeepingReporting financial information to club boardCollecting payments for weekly lunch meetings 6) THOMAS TOWNSHIP BUSINESS ASSOCIATION POSITION: Treasurer NATURE: This is a group of business owners and community leaders within Thomas Township, MI. We hold meetings several months of the year on various business and civic topics and also raise funds from local businesses to support community projects within Thomas Township. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 09/01/2020 ADDRESS: PO Box 6475, SAGINAW MI 48608, DESCRIPTION: Treasurer:Issing invoices for payments by members, including duesCollection of paymentsPaying billsBookkeeping and accounting functionsRecordkeeping of financial information

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-08

Designations

Other Names

• Andrew Thomas Matuzak
• Andrew T Matuzak