Matthew Todd Flynn

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

• 10/2014 → 08/2018
  L.M. Kohn & Company
  Cincinnati, OH
• 08/2018 → 07/2019
  Concorde Investment Services, Llc
  Livonia, MI
• 08/2018 → 07/2019
  Concorde Asset Management, Llc
  Livonia, MI
• 07/2019 → 03/2020
  Ameriprise Financial Services Inc
  Troy, MI
• 03/2020 → 02/2025
  Ameriprise Financial Services, Llc
  Troy, MI
• 07/2021 → Present
  Mtf Management, Inc.
  Troy, MI
• 02/2025 → Present
  Sentia Wealth
  Troy, MI
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-07-26 → 2025-02-28
  Ameriprise Financial Services, Llc
  Troy, MI
  Orchard Lake, MI
• 2018-08-27 → 2019-07-30
  Concorde Asset Management, Llc
  Troy, MI
  Ann Arbor, MI
• 2014-10-24 → 2018-08-16
  L.M. Kohn & Company
  Troy, MI
• 2012-10-31 → 2014-10-09
  Fifth Third Securities, Inc.
  Southfield, MI
  Highland, MI
  Whitelake, MI
• 2011-02-25 → 2012-10-25
  Morgan Stanley
  Bloomfield Hills, MI
  Troy, MI
• 2010-03-25 → 2011-02-08
  New England Securities
  Southfield, MI
  West Bloomfield, MI
  Southfield, MI
  Southfield, MI
  Southfield, MI
  Plymouth, MI

Other Businesses

1. NAME OF OTHER BUSINESS: TROY CHAMBER INVESTMENT RELATED: NO ADDRESS: 3838 LIVERNOIS SUITE 123 TROY, MI 48083 NATURE OF BUSINESS: CHAMBER OF COMMERCE START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: BOARD MEMEBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS GIVE INPUT; 2. NAME OF OTHER BUSINESS: MTF MANAGEMENT, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: THIS IS AN S-CORP TO MANAGE THE PAYROLL AND EXPENSES FOR THE OFFICE START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: DIRECTOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING/BACK-OFFICE MANAGEMENT; 3. NAME OF OTHER BUSINESS: SENTIA WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: MARKETING START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: DIRECTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SALES, ASSET MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-02-12
• S63 Uniform Securities Agent State Law Examination
  1992-10-07

Other Names

• Matt Flynn