Matthew Thomas Anderson

Current Employers

Employment History

• 06/2014 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 07/2014 → 12/2025
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2015-03-27 → 2017-12-31
  Cetera Wealth Services, Llc
  Newport Beach, CA
  Glenview, IL
  Chicago, IL
  Libertyville, IL

Other Businesses

1. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: RELATIONSHIP MANAGER 2. NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP LLC - CRD#126777, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ADVISORY SERVICES, POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE, START DATE: 05/2021, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT;

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-18
• S63 Uniform Securities Agent State Law Examination
  2011-09-16

Other Names

• Matt Thomas Anderson