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Matt J. Muhlenkamp
CETERA INVESTMENT ADVISERS LLC
FT RECOVERY, OH 45846
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CRD#: 6535677
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Professional summary
Matt Joseph Muhlenkamp is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Ft Recovery, Ohio and CETERA WEALTH SERVICES, LLC located in Ft Recovery, Ohio.
Matt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Matt has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) MUHLENKAMP & GAGEL WEALTH ADVISORS, LLC POSITION: MEMBER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2015 ADDRESS: Celina OH 45822, United States DESCRIPTION: FINANCIAL ADVISOR PROVIDING FINANCIAL SERVICES 2) SELF EMPLOYED FARMER POSITION: HOG RAISER ON CONTRACT (4,000 HOG SPACES) NATURE: GRAIN FARM 800 ACRES (OWN & RENTAL LAND) INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1995 ADDRESS: Celina OH 45822, United States DESCRIPTION: PLANT & HARVEST CORN BEANS WHEAT, SUPERVISE FULL-TIME EMPLOYEE WHO OVERSEES HOGS; 3) MUHLENKAMP ENTERPRISES INC POSITION: Co-owner NATURE: Commercial Building Rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: Muhlenkamp Enterprises Inc owns commercial building located at 215 N. Main St., Celina OH 45822. Building is rented to our accounting firm and financial services company. Only duties and responsibilities is paying the insurance and real estate tax. 3) MICHAEL C & CYNTHIA L MUHLENKAMP TRUST POSITION: TRUSTEE NATURE: Mike & Cindy Muhlenkamp (cousin and neighboring farmer) would like to appoint me trustee over management of their farm land for the benefit of their two sons. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2037 ADDRESS: 2370 OREGON ROAD, CELINA OH 45822, United States DESCRIPTION: As trustee, I would ensure that farm land is rented for reasonable rate and remaining proceeds, after paying real estate tax and insurance, are disbursed to the two beneficiaries (two sons). 4) MUHLENKAMP & ASSOCIATES LLC POSITION: CPA - Member NATURE: Tax, payroll & accounting services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/1995 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: Owner & Manager 5)GARY J HEMMELGARN REV LIVING TRUST POSITION: TRUSTEE UPON CLIENT DEATH NATURE: GARY HEMMELGARN, HIS WIFE SHARON AND HIS FOUR SONS ARE NOT INVESTMENT CLIENTS. HE HAS REQUESTED THAT I PERFORM TRUSTEE DUTIES UPON BOTH GARY & SHARON'S PASSING. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/16/2023 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: TRUSTEE SHALL HOLD, ADMINISTER, AND DISPOSE OF ALL TRUST PROPERTY IN ACCORDANCE WITH TERMS OF TRUST. 6) COUNTING CAPITAL LLC POSITION: Partner NATURE: Counting Capital LLC owns new branch office located at 807 Blue Jacket Drive, Fort Recovery OH 45846 INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2023 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: Manage commercial real estate. 7) F&V MUHLENKAMP FARMS POSITION: CUSTODIAN/TRUSTEE OF CHECKBOOK NATURE: A NEIGHBORING FARMER & FIRST COUSIN TO MY DAD PASSED AWAY 20+ YEARS AGO AND ASKED MY DAD BEFORE HE PASSED TO MANAGE THE MONIES FOR LAND CO-OWNED BY HIS CHILDREN. MY OWN FATHER, NEAL, WHO TURNS 80 THIS YEAR, WOULD LIKE FOR ME TO PAY THE REAL ESTATE TAX, INSURANCE, AND OVERSEE THIS FARM ACTIVITY CHECKBOOK. THIS ACCOUNT TYPICALLY HAS 12 TO 24 TRANSACTIONS ANNUALLY (VERY MINIMAL). I DO NOT ENGAGE IN ANY FINANCIAL ACTIVITIES WITH RESPECT TO THE LANDOWNERS OR ANY PARTIES ASSOCIATED WITH THIS CHECKBOOK. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2025 ADDRESS: 215 N Main St, Celina OH 45822, United States DESCRIPTION: MAKE GRAIN DEPOSITS AND PAY FARM EXPENSES (INSURANCE, REAL ESTATE TAX, FERTILIZER, SEED) ASSOCIATED WITH THIS FARM ACCOUNT OWNED BY THREE COUSINS. MY FATHER HAS PERFORMED THIS ACCOUNTING SERVICE FOR 20+ YEARS FOR CLIENT. THESE CLIENTS ARE LAND NEIGHBORS TO OUR FARM.
CRS (Client Relationship Summary) - RIA
Click below to view Matt Joseph Muhlenkamp'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: 807 Blue Jacket Drive, Ft Recovery, OH 45846Office #2: 215 N Main St, Celina, OH 45822RIA
CRD#: 105644
FT RECOVERY, OH
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 807 Blue Jacket Drive, Ft Recovery, OH 45846Office #2: 215 N Main St, Celina, OH 45822BD
CRD#: 13572
Ft Recovery, OH
Past
October 25, 2019 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Celina, OH
Past
October 25, 2019 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Ft Recovery, OH
Past
September 29, 2015 - October 25, 2019
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
CELINA, OH
Past
September 4, 2015 - October 25, 2019
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
CELINA, 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
Ohio(9/5/2025)
IAR
Ohio(9/5/2025)
RR
Washington(9/5/2025)
Exams
State Security Law 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
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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#: 105644Ft Recovery, OH 45846TRUST BUT VERIFY
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