Matthew R. Howeth

ALLIANT RETIREMENT CONSULTING | Associate Financial Advisor

Sapulpa, OK

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CRD#: 7204353

Professional summary

Matthew Ryan Howeth, who also goes by Matt R Howeth, Matt Ryan Howeth, Matt Howeth, Matthew R. Howeth, Matthew Howeth, is a registered financial advisor currently at ALLIANT RETIREMENT CONSULTING located in Sapulpa, Oklahoma.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Matthew has worked at 6 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

What are your service offerings?

Investments

Retirement Planning Strategies

Retirement Income Strategies

Are you a "fiduciary"?

Yes

Aliases

Matt R Howeth | Matt Ryan Howeth | Matt Howeth | Matthew R. Howeth | Matthew Howeth

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.

Alliant Retirement Services, LLC and Alliant Insurance: Alliant is the parent company of Alliant Retirement Services and all human resources, IT, and other general services are completed through Alliant, as well as cross sell initiatives for insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Howeth'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®

None

Experience

Current

March 25, 2025 - Present

ALLIANT RETIREMENT CONSULTING

RIA

CRD#: 167970

Sapulpa, OK

Past

July 1, 2025 - October 16, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Austin, TX

Past

May 20, 2024 - March 4, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

TULSA, OK

Past

May 20, 2024 - March 4, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

DALLAS, TX

Past

July 26, 2022 - April 23, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Tulsa, OK

Past

July 26, 2022 - April 23, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Tulsa, OK

Past

February 20, 2020 - June 2, 2022

EDWARD JONES

RIA

CRD#: 250

GLENPOOL, OK

Past

January 28, 2020 - June 2, 2022

EDWARD JONES

CRD#: 250

GLENPOOL, OK

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".

ALLIANT RETIREMENT CONSULTING

ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING

CRD#: 167970 / SEC#: 801-78240

RIA

Registered Investment Advisory firm - (7/9/2013 Approved)

Alaska

Registered Investment Advisory firm - (2/20/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(3/25/2025)

IAR

Texas
(3/25/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/19/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/28/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/2/2020

Securities Industry Essentials Examination

Current Firm

ALLIANT RETIREMENT CONSULTING

ALLIANT INSURANCE SERVICES, LLC | ALLIANT RETIREMENT SERVICES, LLC | ALLIANT RETIREMENT SERVICES | ALLIANT RETIREMENT CONSULTING

CRD#: 167970 / SEC#: 801-78240

RIA

Registered Investment Advisory firm - (7/9/2013 Approved)

Alaska

Registered Investment Advisory firm - (2/20/2015 Terminated)

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Contact information

Main Address

1125 Sanctuary Parkway Suite 300, Alpharetta, GA 30009

Mailing Address

Phone number

(713) 470-4208

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

2025 ANNUAL FILING (3/31/2025)

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 4,493,036,646

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

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Advisor Monitoring

Firm Stability Insights

Matthew R. Howeth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Ryan Howeth's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

ALLIANT RETIREMENT CONSULTING

State Registrations and Notice Filings

Exams

Series 66

Date: 2/19/2020

Series 7TO

Date: 1/28/2020

SIE

Date: 1/2/2020

Current Firm

ALLIANT RETIREMENT CONSULTING

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANT RETIREMENT CONSULTING

TRUST BUT VERIFY

Contact information

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