Matthew T. Flynn

CETERA INVESTMENT ADVISERS LLC | Financial Advisor

Troy, MI 48098

Some features on this profile are disabled

CRD#: 2285454

Professional summary

Matthew Todd Flynn, who also goes by Matt Flynn, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Troy, Michigan and CETERA WEALTH SERVICES, LLC located in Troy, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Matthew has worked at 13 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Small Business

Executive Compensation and Ben...

Business Retirement Plans

Are you a "fiduciary"?

Yes

Aliases

Matt Flynn

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: TROY CHAMBER INVESTMENT RELATED: NO ADDRESS: 3838 LIVERNOIS SUITE 123 TROY, MI 48083 NATURE OF BUSINESS: CHAMBER OF COMMERCE START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: BOARD MEMEBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS GIVE INPUT; 2. NAME OF OTHER BUSINESS: MTF MANAGEMENT, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: THIS IS AN S-CORP TO MANAGE THE PAYROLL AND EXPENSES FOR THE OFFICE START DATE: 07/2021 POSITION/TITLE/RELATIONSHIP: DIRECTOR APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOOKKEEPING/BACK-OFFICE MANAGEMENT; 3. NAME OF OTHER BUSINESS: SENTIA WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: MARKETING START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: DIRECTOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SALES, ASSET MANAGEMENT;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Todd Flynn's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 24, 2025 - Present

CETERA INVESTMENT ADVISERS LLC

Office #1: 1450 W. Long Lake Rd Suite 370, Troy, MI 48098

RIA

CRD#: 105644

Troy, MI

Current

February 24, 2025 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 1450 West Long Lake Road Suite 370, Troy, MI 48098

CRD#: 13572

Troy, MI

Past

July 26, 2019 - February 28, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Troy, MI

Past

July 26, 2019 - February 28, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Troy, MI

Past

August 27, 2018 - July 30, 2019

CONCORDE ASSET MANAGEMENT, LLC

RIA

CRD#: 140367

Troy, MI

Past

August 22, 2018 - July 30, 2019

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

Troy, MI

Past

November 24, 2014 - August 16, 2018

L.M. KOHN & COMPANY

RIA

CRD#: 27913

TROY, MI

Past

October 24, 2014 - November 21, 2014

L.M. KOHN & COMPANY

RIA

CRD#: 27913

TROY, MI

Past

October 24, 2014 - August 16, 2018

L.M. KOHN & COMPANY

CRD#: 27913

TROY, MI

Past

October 31, 2012 - October 9, 2014

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

HIGHLAND, MI

Past

October 15, 2012 - October 9, 2014

FIFTH THIRD SECURITIES, INC.

CRD#: 628

HIGHLAND, MI

Past

February 25, 2011 - October 25, 2012

MORGAN STANLEY

RIA

CRD#: 149777

TROY, MI

Past

February 11, 2011 - October 25, 2012

MORGAN STANLEY

CRD#: 149777

TROY, MI

Past

March 25, 2010 - February 8, 2011

NEW ENGLAND SECURITIES

RIA

CRD#: 615

SOUTHFIELD, MI

Past

December 9, 2009 - February 8, 2011

NEW ENGLAND SECURITIES

CRD#: 615

SOUTHFIELD, MI

Past

October 3, 2005 - December 16, 2009

WRP INVESTMENTS, INC.

CRD#: 7365

PLYMOUTH, MI

Past

January 2, 2003 - October 20, 2005

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

August 13, 2001 - January 9, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

August 3, 2000 - August 1, 2001

BROADSTONE SECURITIES

CRD#: 101600

ALBANY, NY

Past

November 4, 1992 - August 2, 2000

GREGORY J. SCHWARTZ & CO., INC.

CRD#: 7294

BLOOMFIELD HILLS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(4/4/2025)

Illinois
(6/16/2025)

Iowa
(3/28/2025)

Kansas
(2/28/2025)

IAR

Michigan
(2/26/2025)

Michigan
(3/3/2025)

New Jersey
(3/31/2025)

North Carolina
(3/26/2025)

Tennessee
(3/31/2025)

Texas
(2/24/2025)

IAR

Texas
(2/24/2025)

Virginia
(3/4/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/12/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/3/1992

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

Similar Advisors

Jack Jerzewski

LPL ENTERPRISE, LLC

IAR

TROY, MI

Lyndon Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

IAR

Farmington Hills, MI

Michael Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew T. Flynn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Todd Flynn's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CONCORDE ASSET MANAGEMENT, LLC

CONCORDE INVESTMENT SERVICES, LLC

L.M. KOHN & COMPANY

L.M. KOHN & COMPANY

L.M. KOHN & COMPANY

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

WRP INVESTMENTS, INC.

NEW ENGLAND SECURITIES

VERAVEST INVESTMENTS, INC.

BROADSTONE SECURITIES

GREGORY J. SCHWARTZ & CO., INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/12/2010

Series 63

Date: 10/7/1992

SIE

Date: 10/1/2018

Series 7

Date: 11/3/1992

FINRA

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

Contact information

Similar Advisors