MH
Matthew C. Hoekstra
CETERA INVESTMENT ADVISERS LLC
WILLMAR, MN 56201
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CRD#: 6602608
MH
Professional summary
Matthew Chad Hoekstra is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Willmar, Minnesota and CETERA WEALTH SERVICES, LLC located in Willmar, Minnesota.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Matthew has worked at 4 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) Taatjes Financial Group~'NIR'~1104 19th Ave SW~Willmar~MN~56201~Tax Preparation/Accounting~Other~12/1/2015~160hrs~40hrs~Provides retirement coaching for Ben Taatjes tax and financial planning clients 3) BONNEMA, MOLDEN, & WREDE CPA'S POSITION: Office sharing arrangement NATURE: Taatjes Financial Group rents office space from the CPA firm of Bonnema, Molden, and Wrede. We do not share office personnel, computer systems, or any other office equipment other than the rental of the space. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/04/2016 ADDRESS: 107 South Main, Clara City MN 56288, United States DESCRIPTION: This space is used on a very limited to basis to meet with clients. 4) CENTRAL MINNESOTA CHRISTAIN SCHOOL POSITION: School Board Member NATURE: The Central Minnesota Christian School Board of Directors shall be given the responsibility for theguidance and spiritual leadership in the operation of the school. The Board is the policy-settingbody, with the Superintendent having the responsibility for the implementation of the Board'spolicies. The policies it establishes, the personnel it employs, and the manner in which it functionsaffect the daily life of the staff, the faculty, and the students. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2023 ADDRESS: 204 school Street, Prinsburg MN 56281, United States DESCRIPTION: a. Establish school vision and mission and monitor compliance with such.b. Determine school policies in harmony with the Constitution and the mission of theorganization.1.) The Board may adopt a proposed policy recommended by a Board committee. Allpolicies shall be submitted to the Board for a first and second reading, to occur atseparate board meetings. The policy takes effect after the approval of the secondreading.2.) The board may amend, rescind, or suspend the operation of any section or sections ofBoard policies not established by law or contract by a simple majority vote of boardmembers present at a regular or special meeting.c. Select a superintendent who is qualified to carry out the educational program and policiesof the school.d. Advise superintendent regarding faculty hiring by including Education Committee boardmembers in the hiring process..e. Devise ways and means for obtaining the necessary funds for operating the school anddetermine how these funds shall be distributed by approving an annual budget.f. Appoint a Board Member to visit the school each month to assure itself of the faithfulcarrying out of the school's educational program and policies.g. Implement and execute any policy provisions that are specifically delegated to the Board. 5) STEWARDS PLANNING GROUP POSITION: Financial Advisor NATURE: Providing financial advice for decisions around money, personal finance, and investments. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 06/01/2025 ADDRESS: 1104 19th Ave SW, Willmar MN 56201, United States DESCRIPTION: I meet with clients to help them find strategies for budgeting, saving for retirement, and investing. My job is to helping clients articulate their financial goals and finding tools to help accomplish those goals.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Chad Hoekstra'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: 1104 19th Ave Sw, Willmar, MN 56201RIA
CRD#: 105644
WILLMAR, MN
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 1104 19th Ave Sw, Willmar, MN 56201Office #2: 107 South Main, Clara City, MN 56222BD
CRD#: 13572
Willmar, MN
Past
September 14, 2016 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Willmar, MN
Past
April 6, 2016 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Willmar, MN
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
Arizona(9/5/2025)
RR
Arkansas(9/5/2025)
RR
Colorado(9/18/2025)
RR
Florida(9/5/2025)
RR
Iowa(9/5/2025)
RR
Michigan(9/5/2025)
RR
Minnesota(9/5/2025)
IAR
Minnesota(9/5/2025)
RR
Nebraska(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
RR
North Carolina(9/5/2025)
RR
North Dakota(9/5/2025)
RR
Oklahoma(9/18/2025)
RR
South Dakota(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Willmar, MN 56201TRUST BUT VERIFY
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