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Credentials
Series 63, Series 66
Experience Industry experience
19 years
Location
Hartington, NE 68739
Cetera
Institution
Matthew Dresden is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Summit Financial Group and operated his own insurance and wealth strategy firms. Outside of his advisory roles, Dresden serves on the boards of Holy Trinity Catholic Church and Northeast Community College Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 advisors and serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and third-party managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Hartington, NE 313 S Robinson Ave Box 827
313 S Robinson Ave, Box 827
Hartington NE 68739
Advisors at this office
1
Nebraska
19 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Security Bank Agency
2022 - Present • 4 years
Hartington, NE
Security Wealth Strategies
2022 - Present • 4 years
Hartington, NE
Cetera Wealth Services, LLC
2019 - Present • 7 years
El Segundo, CA
Summit Financial Group Inc
2016 - 2021 • 5 years
Boca Raton, FL
Summit Brokerage Services, Inc.
2016 - 2019 • 3 years
Hartington, NE
Matt Dresden Insurance Solutions, LLC
2014 - 2022 • 8 years
Hartington, NE
Insurance & Wealth Strategies
2012 - 2022 • 10 years
Hartington, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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