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Matthew Neil Kalani Fries

Vice PresidentCetera Investment Management LLCCRD 2723824

About Matthew Neil Kalani Fries

Matthew Neil Kalani Fries is listed as Vice President at Cetera Investment Management LLC in Schamburg, IL. Form ADV reports a beneficial ownership band of Under 5%. Matthew Neil Kalani Fries is associated with 5 registered advisers.

Reported ownership

Owns Under 5% of Cetera Investment Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Neil Kalani Fries work?

Matthew Neil Kalani Fries is listed as Vice President at Cetera Investment Management LLC on SEC Form ADV.

How much of Cetera Investment Management LLC does Matthew Neil Kalani Fries own?

Form ADV reports a beneficial ownership band of Under 5%.

Cetera Investment Management LLC

TitleVice President
OwnershipUnder 5%
Control personNo
Since2024
View Cetera Investment Management LLC →

Cetera Advisory Services LLC

TitleVice President
OwnershipUnder 5%
Control personNo
Since2024
View Cetera Advisory Services LLC →

Cetera Investment Advisers LLC

TitleVice President
OwnershipUnder 5%
Control personNo
Since2024
View Cetera Investment Advisers LLC →

Avantax Planning Partners, Inc.

TitleVice President
OwnershipUnder 5%
Control personYes
Since2024
View Avantax Planning Partners, Inc. →

Avantax Advisory Services, Inc.

TitleVice President
OwnershipUnder 5%
Control personYes
Since2024
View Avantax Advisory Services, Inc. →