MW
Matthew R. Wedel
CETERA INVESTMENT ADVISERS LLC
Edmond, OK 73013
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CRD#: 7489882
MW
Professional summary
Matthew Ryan Wedel, who also goes by Matthew R Wedel, Matthew Wedel, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Edmond, Oklahoma and CETERA WEALTH SERVICES, LLC located in Edmond, Oklahoma.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Matthew has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew R Wedel | Matthew Wedel
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) WYMER BROWNLEE WEALTH STRATEGIES; POSITION: Client Services Associate NATURE: The entity provides financial services to clients. Such as managing retirement accounts, providing financial advice to clients and assisting them to achieve their financial goals. INVESTMENT RELATED: Yes; 160; 130; 01/04/2022; 13900 Portland Ave, Ste 210, Oklahoma City OK 73134; Open client accounts when needed. Track the progress on paperwork. Provide advisors with paperwork needing signed by clients. Process distributions/contributions when ready. Account maintenance. 2) THE LUKENBAUGH FAMILY TRUST POSITION: Trustee NATURE: The Lukenbaugh Family Trust contains special needs language to protect the grantors in an event they need to receive Medicaid benefits. The trust provisions provide all trust property is to be used for the benefit of Ron & Janet Lukenbaugh. Tyler Wedel & I serve as initial trustees of the trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 2210 Crestwood, Enid OK 73701, United States DESCRIPTION: I have limited duties & responsibilities as it stands today. My main duties are the following:1. Amendments to the trust, if needed.2. Distribute income / principal to pay expenses3. Responsible for filing taxes, when needed. ?
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Ryan Wedel'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: 16328 Muirfield Place, Edmond, OK 73013RIA
CRD#: 105644
Edmond, OK
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 16328 Muirfield Place, Edmond, OK 73013BD
CRD#: 13572
Edmond, OK
Past
September 19, 2022 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Oklahoma City, OK
Past
July 12, 2022 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Edmond, 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".
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
Oklahoma(9/5/2025)
IAR
Oklahoma(9/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/12/2022
General Securities Representative ExaminationGeneral 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
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.
