Allen Matthew Stiegemeyer

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

• 12/2018 → Present
  Luca Taxes Llc
  Oak Grove, MO
• 04/2018 → 02/2021
  Crossfirst Bank
  Leawood, KS
• 05/2016 → 04/2018
  Equity Bank
  Lees Summit, MO
• 06/2024 → 09/2025
  Avantax Investment Services
  Dallas, TX
• 06/2024 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Oak Grove, MO
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-11-07 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Oak Grove, MO

Other Businesses

LUCA TAXES, LLC DBA LUCA TAXES AND BOOKKEEPING POSITION: Managing Partner NATURE: CPA, bookkeeping, payroll, and tax preparation services. Offer expert advice and guidance on financial management, and strategic tax planning for both businesses and individual clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/22/2018 ADDRESS: 705 S Broadway Suite D, PO Box 663, Oak Grove MO 64075, United States DESCRIPTION: As managing partner, I oversee and review the work of employees to ensure accuracy and quality. I develop business strategies and marketing plans to attract and retain clients, approve hiring decisions, manage team dynamics, and resolve client issues to ensure high levels of client satisfaction. Additionally, I provide bookkeeping, payroll, and tax preparation services for both businesses and individual clients.?

Exams

• S66 Uniform Combined State Law Examination
  2024-11-07

Other Names

• Allen Stiegemeyer