Matthew N. Porter
CETERA INVESTMENT ADVISERS LLC
POCATELLO, ID 83201
Some features on this profile are disabled
CRD#: 4680665
Professional summary
Matthew Nicholaus Porter, AIF®, CFP®, who also goes by Matt Porter, Matthew N Porter, Matthew Nicholus Porter, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Pocatello, Idaho and CETERA ADVISORS LLC located in Idaho Falls, Idaho.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Porter | Matthew N Porter | Matthew Nicholus Porter
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.
3.. NAME OF OTHER BUSINESS: MJP PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: 2087 TIMBERVIEW DR, IDAHO FALLS, ID 83401; NATURE OF BUSINESS: REAL ESTATE OWNERSHIP & MANAGEMENT; START DATE: 11/2018; POSITION/TITLE/RELATIONSHIP: OWNER /PRESIDENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: OWN AND MANAGE OFFICE BUILDING; 4. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 02/2019; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC.; 5. PORTER WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, TAX ENTITY, STARTED 01/10, OWNER LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: ENTITY SED TO PAY BUSINESS EXPENSES 6. NAME OF OTHER BUSINESS: CORNERSTONE TAX SERVICES; INVESTMENT RELATED: NO; ADDRESS: 416 S 4TH AVE, POCATELLO, ID 83201; NATURE OF BUSINESS: TAX PREPARATION SERVICES; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: MANAGEMENT AND OPERATIONS OF THE FIRM, PROVIDING TAX PREPARATION, IRS REPRESENTATION, BOOKKEEPING AND PAYROLL; 7. NAME OF OTHER BUSINESS: CORNERSTONE ADVISORY GROUP , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND PUBLIC SPEAKING ;
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Nicholaus Porter's 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®
CFP®
Start date: 2011
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 416 South 4th Avenue, Pocatello, ID 83201Office #2: 1858 E 1st St, Idaho Falls, ID 83401RIA
CRD#: 105644
POCATELLO, ID
Current
December 6, 2013 - Present
CETERA ADVISORS LLC
Office #1: 1858 E 1st St, Idaho Falls, ID 83401Office #2: 416 South 4th Avenue, Pocatello, ID 83201BD
CRD#: 10299
Idaho Falls, ID
Past
December 6, 2013 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
GREENWOOD VILLAGE, IL
Past
January 4, 2010 - December 9, 2013
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
IDAHO FALLS, ID
Past
January 4, 2010 - December 9, 2013
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
IDAHO FALLS, ID
Past
July 9, 2008 - December 31, 2009
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
IDAHO FALLS, ID
Past
January 9, 2008 - December 31, 2009
SECURITIES AMERICA, INC.
BD
CRD#: 10205
IDAHO FALLS, ID
Past
July 20, 2007 - December 31, 2007
INSPHERE SECURITIES, INC.
BD
CRD#: 136433
SALT LAKE CITY, UT
Past
April 19, 2007 - August 9, 2007
EQUITY SERVICES, INC.
BD
CRD#: 265
BOISE, ID
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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.RR
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
RR
Alabama(4/15/2025)
RR
Arizona(12/6/2013)
RR
California(1/22/2014)
RR
Colorado(12/6/2013)
RR
Idaho(12/6/2013)
IAR
Idaho(3/21/2024)
RR
Indiana(8/2/2024)
RR
Iowa(12/6/2013)
RR
Kentucky(5/31/2017)
RR
Maryland(12/6/2013)
RR
Nevada(9/21/2018)
RR
New Mexico(4/7/2020)
RR
Ohio(12/26/2023)
RR
Tennessee(2/17/2016)
RR
Texas(8/7/2018)
IAR
Texas(3/21/2024)
RR
Utah(12/6/2013)
RR
Wyoming(8/18/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
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)
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 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Pocatello, ID 83201TRUST BUT VERIFY
Monitor Matthew Porter
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
