Mark Joseph Matkovic

Current Employers

Employment History

• 11/1992 → 09/2025
  Avantax Investment Services, Inc.
  Indianapolis, IN
• 02/1994 → 09/2025
  Avantax Advisory Services
  Indianapolis, IN
• 02/2016 → 09/2025
  Avantax Insurance Agency, Inc.
  Indianapolis, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Indianapolis, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2026 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA

Previous Registrations

• 1998-11-23 → 2025-09-05
  Avantax Advisory Services
  Indianapolis, IN

Other Businesses

1) Matkovic Financial Group~5440 Lafayette Road~Indianapolis~IN~46254~Tax Preparation/Accounting~Owner/Sole Proprietor~1/20/2005~100hrs~70hrs~Tax preparation 2) Rental Properties~5440 Lafayette Road~Indianapolis~IN~46254~Rental Property Owner/Management~Owner/Sole Proprietor~1/1/1998~5hrs~0hrs~Property management 3) MARK J MATKOVIC, CPA, CFP POSITION: Owner/Sole Proprietor NATURE: Tax Preparation/Accounting INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 12/11/1980 ADDRESS: 5440 Lafayette Rd, Indianapolis IN 46254, United States; DESCRIPTION: Tax Preparation 4) LAFAYETTE ROAD PROPERTIES (LRP), LLCC POSITION: Owner-single member LLC NATURE: Title owner of real estate property. Owned another rental property that was previously disclosed on previous OBA that was sold in 2022. LLC still has ownership title to CPA office building (no rent is collected). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2023 ADDRESS: 5440 Lafayette Rd, Indianapolis IN 46254, United States DESCRIPTION: Title owner of real estate property-pay taxes and insurance.Prior rental activity was included in rental property OBA disclosure.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-23
• S63 Uniform Securities Agent State Law Examination
  1993-01-27

Designations