Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hellbusch is a financial advisor with Cetera Investment Advisers LLC. Matthew has been working in the financial services industry since 2015 and has a Series 6, Series 63, Series 65 and SIE licenses. Matthew also holds licenses in Nebraska and Iowa. Matthew is a licensed insurance agent and is the owner of Highmark Financial, LLC, a financial services business.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
04/09/2024 - Present
Cetera Investment Advisers LLC (LINCOLN NE)
NE
05/20/2022 - 01/31/2024
LINCOLN INVESTMENT (Omaha NE)
NE
02/19/2021 - 06/13/2022
HORACE MANN INVESTORS, INC. (Omaha NE)
NE
04/08/2015 - 10/18/2019
HORACE MANN INVESTORS, INC. (Omaha NE)
IA
Issued 6/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/8/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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