MK
Matthew T. Kissell
CETERA INVESTMENT ADVISERS LLC
GARRETTSVILLE, OH 44231
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CRD#: 6499454
MK
Professional summary
Matthew T Kissell, who also goes by Matthew Terrance Kissell, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Garrettsville, Ohio and CETERA WEALTH SERVICES, LLC located in Garrettsville, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Matthew has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Terrance Kissell
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.
Kissell Financial, LLC~'NIR'~852 State St, Ste 5~Garrettsville~OH~44231~Tax Preparation/Accounting~Owner/Sole Proprietor~9/1/2013~120hrs~80hrs~Tax Preparation, Accounting, Bookkeeping, Payroll|Twin Property Group LLC~'NIR'~7521 State Route 82~Garrettsville~OH~44231~Real Estate/Mortgage/Title Services/Appraisal~Owner/Sole Proprietor~2/1/2016~4hrs~0hrs~Oversee real estate investment properties.|Garrettsville Baseball Association Inc~'NIR'~7545 State Route 82~Garrettsville~OH~44231~Board Position/Officer~Other~1/15/2019~2hrs~2hrs~Administration and organization of baseball leagues and coaches and players.|Geauga Property Group LLC; Member; Rental Property; NIR; 0; 06/30/2014; PO Box 223 Garrettsville OH 44231; Owner and manager of residential and mixed use rental property.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew T Kissell'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 8052 State St Ste 5, Garrettsville, OH 44231RIA
CRD#: 105644
GARRETTSVILLE, OH
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 8052 State St Ste 5, Garrettsville, OH 44231BD
CRD#: 13572
Garrettsville, OH
Past
March 23, 2016 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Garrettsville, OH
Past
July 24, 2015 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Garrettsville, OH
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
Florida(9/5/2025)
RR
Illinois(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
Ohio(9/5/2025)
IAR
Ohio(9/5/2025)
RR
Pennsylvania(9/5/2025)
RR
South Carolina(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/30/2019
General Securities Representative ExaminationGeneral 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
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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
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Garrettsville, OH 44231TRUST BUT VERIFY
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