Matthew Kloos has been an investment adviser representative at Success Wealth Management since May 2026, and is not listed among the firm’s executive officers or direct owners.
Success Wealth Management LLC is a Wexford, PA firm with $110M under management, 821 clients and 15 advisers across 15 offices, as of its September 2026 filing.
Matthew Kloos’ longest registration was 2 years at Cetera Investment Advisers LLC (2024–2026). Before joining Success Wealth Management in 2026, Matthew Kloos was registered through Cetera Investment Advisers LLC and Mutual of Omaha Investor Services, Inc.
- – present · under a yearWexford, PA · Adviser representative · Firm CRD 299094
- Cetera Investment Advisers LLC– · 2 yearsMonroeville, PA · Adviser representative · Firm CRD 105644
- Mutual of Omaha Investor Services, Inc.– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 611
- Key Investment Services LLC– · under a yearHouston, PA · Adviser representative · Firm CRD 136300
- Prudential Financial Planning Services– · under a yearCanonsburg, PA · Adviser representative · Firm CRD 5685
Investment adviser representative registrations
Matthew Kloos is registered as an investment adviser representative in Pennsylvania, since May 2026.
- PennsylvaniaSince 12 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 21 March 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 17 September 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 January 2021 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 12 December 2020 |
| SIE | Securities Industry Essentials Examination | 27 August 2020 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7292988
- Firm
- Success Wealth Management · CRD 299094
- Office
- 11676 PERRY HIGHWAY, SUITE 1207, Wexford, PA 15090
- Registration
- Investment adviser registration
- In the industry since
- September 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Kloos work?
Matthew Kloos is an investment adviser representative registered through Success Wealth Management LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Kloos a financial advisor?
Yes. Matthew Kloos has a current investment-adviser registration in Pennsylvania, through Success Wealth Management since May 2026.
How many years of experience does Matthew Kloos have?
Matthew Kloos has 4 years in the financial industry, since September 2022, across 5 adviser firms.
What exams has Matthew Kloos passed?
Matthew Kloos has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 65 and Series 7TO. The earliest, the SIE, was passed in August 2020.
Where did Matthew Kloos work before Success Wealth Management?
Before Success Wealth Management, Matthew Kloos was registered through Cetera Investment Advisers LLC, February 2024 to April 2026; Mutual of Omaha Investor Services, Inc., August 2023 to October 2023; Key Investment Services LLC, December 2021 to April 2022; Prudential Financial Planning Services, September 2021 to December 2021.
Where is Matthew Kloos based?
Matthew Kloos’ registered office is in Wexford, PA.
Is Matthew Kloos registered with FINRA?
No. Matthew Kloos has no current broker registration.
How can I verify Matthew Kloos’ record?
Search CRD 7292988 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Kloos’ full registration record.
