Matthew Dresden, financial advisor Hartington NE

Matthew Dresden

CRD Number: 5315405
Current Firm: Cetera Investment Advisers LLC

Matthew Dresden (CRD# 5315405) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Hartington, NE and has over 16 years of experience in the finance industry.

Similar Advisors
Devin Anderson, financial advisor Hartington NE
Devin J. Anderson
CRD# 5896781
Edward Jones
Similar Advisors
Kaye Cwach, financial advisor Hartington NE
Kaye M. Cwach
CRD# 6190810
Ameriprise Financial Services, LLC
Similar Advisors
Dan Garner, financial advisor Hartington NE
Dan J. Garner
CRD# 218032
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2023 - Current < 1
Security Wealth Strategies Hartington, NE Jun 2022 - Current 1
Security Bank Agency Hartington, NE Jun 2022 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Sep 2019 - Current 4
Matt Dresden Insurance Solutions, LLC Hartington, NE Jan 2014 - May 2022 8
Insurance & Wealth Strategies Hartington, NE Jul 2012 - May 2022 9
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - May 2021 4
Summit Brokerage Services, Inc. Hartington, NE Sep 2016 - Sep 2019 3
Vsr Advisory Services Overland Park, KS Oct 2012 - Sep 2016 3
Vsr Financial Services, Inc. Overland Park, KS Jul 2012 - Sep 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Matthew D. Dresden
Phone Number: 888-528-2987
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.