Matt Schommer

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

• 09/2016 → 08/2018
  Msi Financial Services Inc
  Tampa, FL
• 03/2017 → 09/2018
  Mml Investors Services, Llc
  Tampa, FL
• 09/2018 → 08/2019
  Ameriprise Financial Services, Inc
  Tampa, FL
• 11/2019 → Present
  Cetera Investment Services Llc
  Tampa, FL
• 11/2019 → Present
  Cetera Investment Advisers Llc
  Tampa, FL

Previous Registrations

• 2019-07-16 → 2019-08-14
  Ameriprise Financial Services, Llc
  Tampa, FL
• 2017-03-25 → 2018-08-31
  Mml Investors Services, Llc
  Tampa, FL
• 2016-09-23 → 2017-03-25
  Msi Financial Services, Inc.
  Tampa, FL
• 2011-05-31 → 2016-05-25
  Waddell & Reed
  Ft. Collins, CO
  Columbia, SC
  Charlotte, NC
• 2011-01-11 → 2011-05-25
  Sunset Financial Services, Inc.
  Greeley, CO
• 2005-10-03 → 2009-05-07
  Ameriprise Financial Services, Llc
  Tampa, FL
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-03-19
• S66 Uniform Combined State Law Examination
  2005-08-23

Other Names

• Matthew James Schommer
• Matthew J Schommer
• Matthew Schommer
• Matt Schommer
• Matt James Schommer