Matthew David Callero

Current Employers

Employment History

• 01/2012 → Present
  Callero Capital Management Inc.
  Mount Prospect, IL
• 01/2012 → 01/2024
  Woodbury Financial Services, Inc.
  Niles, IL
• 01/2024 → 09/2025
  Osaic Wealth, Inc.
  Mount Prospect, IL
• 12/2011 → Present
  Simplicity Group Imo
  Mount Prospect, IL
• 01/2023 → Present
  Matthew Callero Notary
  Mount Prospect, IL
• 12/2022 → Present
  Halas Hut Enterprises
  Mount Prospect, IL
• 09/2025 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-01-19 → 2025-09-11
  Osaic Wealth, Inc.
  Mount Prospect, IL
• 2012-02-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Niles, IL
  Naples, FL
  Mount Prospect, IL
• 2011-12-05 → 2012-03-14
  Bedford Financial Group, Inc.
  Libertyville, IL
• 2010-10-05 → 2011-11-15
  Woodbury Financial Services, Inc.
  Lisle, IL

Other Businesses

1) CALLERO CAPITAL WEALTH MANAGEMENT; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR WEALTH MANAGEMENT; FINANCIAL PROFESIONAL; SINCE 1/1/2012 HRS 200/MONTH 2) SIMPLICITY GROUP IMO; SAME AS REGISTERED LOCATION; NON-INVESTMENT RELATED; FIXED INSURANCE AGENT PLATFORM; FIXED INSURANCE SALES; SINCE 12/20/2011 HRS 4/MONTH 3) MATTHEW CALLERO NOTARY; SAME AS REGISTERED LOCATION; NON-INVESTMENT RELATED; NOTARY SERVICE; SINCE 01/01/2023 HRS 4/MONTH 4) HALAS HUT ENTERPRISES; SAME AS REGISTERED LOCATION; NON-INVESTMENT RELATED; RENTAL PROPERTY CO-OWNER 5) NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HORSE RACING; START DATE: 1/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FRACTIONAL OWNER IN THOROUGHBRED HORSES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-20
• S63 Uniform Securities Agent State Law Examination
  2010-03-10