Michael John Matejcek

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

• 05/1994 → Present
  Self-Employed
  Allentown, PA
• 11/1998 → 09/2025
  Avantax Investment Services, Inc.
  Allentown, PA
• 10/2012 → Present
  Ohio National Life
  Allentown, PA
• 10/2015 → Present
  North American Company
  West Des Moines, IA
• 12/2015 → Present
  Lincoln Financial Group
  Allentown, PA
• 01/2002 → Present
  Financial Strategies & Designs Inc
  Allentown, PA
• 11/2017 → 09/2025
  Avantax Insurance Agency, Llc.
  Allentown, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Allentown, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-07-25 → 2025-09-05
  Avantax Advisory Services
  Allentown, PA

Other Businesses

1) Mass mutual~1610 Church Road~Allentown~PA~18103~Independent Insurance Agent~Insurance Sales Agent~2/24/2004~1hrs~1hrs~Sale of Life, LTC and fixed annuity products. 2) Financial Strategies & Designs, Inc.~7540 Windsor Drive, Suite 110~Allentown~PA~18195~Tax Preparation/Accounting~President~1/1/2002~5hrs~5hrs~fixed insurance, tax prep, and joint work. 5)Golden Rule Life Insurance; Insurance Sales Agent; Independent Insurance Agent; IR; 01/01/1996; Allentown PA 18103; Sale of Life/LTC and fixed annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-24
• S63 Uniform Securities Agent State Law Examination
  1994-12-12