Nancy Elizabeth Matthias

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

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 01/2018 → Present
  Infinity Financial Group Llc
  Baton Rouge, LA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Matthias Holdings Llc
  Baton Rouge, LA

Previous Registrations

• 2003-09-30 → 2007-11-19
  Stanford Group Company
  Baton Rouge, LA
  Baton Rouge, LA
  Houston, TX
• 2003-01-08 → 2003-07-02
  Capital One Investments, Llc
  Denham Springs, LA
• 1996-12-10 → 2002-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA

Other Businesses

1) LOUISIANA NOTARY, ONLY USED FOR OFFICE NEEDS, START 1994 2) NAME OF OTHER BUSINESS: INFINITY FINANCIAL GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF TRADING HOURS PER WEEK: 32.5 POSITION/TITLE/RELATIONSHIP: OWNER / ADVISOR BRIEF DESCRIPTION OF DUTIES: ADVISORY, FINANCIAL PLANNING AND CONSULTING 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG TERM CARE ; 4) NAME OF OTHER BUSINESS: SELF-EMPLOYED ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: ETSY STORE ; START DATE: 11/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / ARTIST ; APX NUMBER OF HOURS PER WEEK: 0-10 ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: SELLING PAINTINGS & CRAFT PRODUCTS ON ETSY STORE ; 5) NAME OF OTHER BUSINESS: IFG; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES, CONSULTING, & FINANCIAL PLANNING; 5) NAME OF OTHER BUSINESS: MATTHIAS HOLDINGS LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: SINGLE MEMBER LLC START DATE: 02/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER / MEMBER ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE BRIEF DESCRIPTION OF DUTIES: OWNS INFINITY FINANCIAL GROUP LLC; 5) NAME OF OTHER BUSINESS: MATTHIAS HOLDINGS LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: EDUCATION, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: EDUCATE WOMEN AUDIENCES ON FINANCIAL INDEPENDENCE; 6) NAME OF OTHER BUSINESS: SAVVY LADIES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NON-PROFIT; START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: VOLUNTEER; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: EQUIP WOMEN WITH FINANCIAL EDUCATION TOOLS AND PERSONALIZED 1:1 GUIDANCE;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-19
• S63 Uniform Securities Agent State Law Examination
  1996-10-16

Designations

• Chartered Financial Consultant

Other Names

• Nancy Elizabeth Matthias
• Nancy Elizabeth Matthias
• Nancy Elizabeth Case
• Nancy Elizabeth Tomasich