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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Matthew Stephen Bellin

Advisor at CETERA INVESTMENT ADVISERS LLC

Stoughton, WI | MADISON, WI

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Search this name across graphsid dfx:ria:1926466c-c09a-5f90-8631-53cb15c8f8a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Sep 5, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CETERA INVESTMENT ADVISERS LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 5, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 17, 2011
First registration: Sep 5, 2008
Dual registered: yes, broker-dealer
Other names: Matt Bellin
IAPD individual key: 5555170

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Aug 10, 2023	n/a	yes	MADISON, WI\|Stoughton, WI	Current employment
CRI SECURITIES, LLC	Former SEC adviser	Sep 1, 2017	Oct 21, 2021	no	MADISON, WI	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 1, 2017	Aug 10, 2023	no	MADISON, WI\|ST. PAUL, MN	Previous registration
CUNA BROKERAGE SERVICES, INC.	Former SEC adviser	Apr 1, 2014	Aug 2, 2017	no	MADISON, WI\|MADISON, WI\|Cottage Grove, WI\|FITCHBURG, WI	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 24, 2014	Mar 24, 2014	no	Middleton, WI	Previous registration
CRI SECURITIES, LLC	Former SEC adviser	Oct 21, 2011	Feb 11, 2014	no	MADISON, WI	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 20, 2011	Feb 11, 2014	no	MADISON, WI	Previous registration
EDWARD JONES	National bd RIA	Sep 5, 2008	Mar 5, 2009	no	ST LOUIS, MO\|DES MOINES, IA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SECURIAN FINANCIAL SERVICES, INC.	CETERA INVESTMENT ADVISERS LLC	Aug 10, 2023	Aug 10, 2023	0	Bulk transfer	RIA to ibd
CRI SECURITIES, LLC	SECURIAN FINANCIAL SERVICES, INC.	Oct 21, 2021	Sep 1, 2017	-1,511	Bulk transfer	Other
CUNA BROKERAGE SERVICES, INC.	CRI SECURITIES, LLC	Aug 2, 2017	Sep 1, 2017	30	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CUNA BROKERAGE SERVICES, INC.	Mar 24, 2014	Apr 1, 2014	8	Firm change	Other
CRI SECURITIES, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Feb 11, 2014	Feb 24, 2014	13	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	CRI SECURITIES, LLC	Feb 11, 2014	Oct 21, 2011	-844	Channel change	Other
EDWARD JONES	SECURIAN FINANCIAL SERVICES, INC.	Mar 5, 2009	Oct 20, 2011	959	Firm change after gap	Other

Relationships

Registered with (6)

→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Aug 10, 2023 to presentfactForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 1, 2017 to Aug 10, 2023factForm ADV
→ CRI SECURITIES, LLCRegistered adviserregistration: previous registration
Sep 1, 2017 to Oct 21, 2021factForm ADV
→ CUNA BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Apr 1, 2014 to Aug 2, 2017factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 24, 2014 to Mar 24, 2014factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 5, 2008 to Mar 5, 2009factForm ADV

Dated events

No dated event names this entity yet.