Matthew
Ratchenski

Lpl Financial LLC

CRD#6746738
Investment Advisor
in Alexandria, MN

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About this Advisor

Matthew Ratchenski is a financial advisor based in Alexandria, Minnesota, working with Lpl Financial LLC. Matthew has previously held positions at Securian Financial Services, Inc, Securian Financial Advisors Of Nd, Inc, Minnesota Life Insurance Co, Gate City Bank, Bell State Bank & Trust, Ratchenski Farms, Johnson Brothers Distributors, Us Bank, North Dakota State University, Cuna Brokerage Services, Central Minnesota Cu, Lpl Financial LLC, and Mid Minnesota Federal Credit Union. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Matthew is part of Lpl Financial LLC, which operates out of Alexandria, Minnesota. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

405 50Th Avenue W., Suite 106
Alexandria, MN 56308

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

MN Average: $646,059,043
Total Number of Employees

35,841

MN Average: 13
Total Number of Accounts

1,910,545

MN Average: 661
Average Account Size

$242,588

MN Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Matthew Ratchenski Work History

2023 - Present (1 year)

Lpl Financial LLC

2023 - Present (1 year)

Mid Minnesota Federal Credit Union

2008 - Present (16 years)

Ratchenski Farms

2022 - 2022 (< 1 year)

Lpl Financial LLC

2018 - 2022 (4 years)

Cuna Brokerage Services

2018 - 2022 (4 years)

Central Minnesota Cu

2017 - 2017 (< 1 year)

Securian Financial Services, Inc

2017 - 2018 (1 year)

Securian Financial Services, Inc

2017 - 2018 (1 year)

Securian Financial Advisors Of Nd, Inc

2017 - 2018 (1 year)

Minnesota Life Insurance Co

2017 - 2017 (< 1 year)

Securian Financial Advisors Of Nd, Inc

2016 - 2017 (1 year)

Gate City Bank

2015 - 2016 (1 year)

Bell State Bank & Trust

2015 - 2015 (< 1 year)

Us Bank

2014 - 2015 (1 year)

Johnson Brothers Distributors

2012 - 2016 (4 years)

North Dakota State University

Disclosures

Please visit the SEC profile of Matthew Ratchenski to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Jason Baucom
Las Vegas, NV
Darrin Bollenbacher
Lebanon, OH
Eric Montgomery
Fort Mill, SC
John Dardis
Metairie, LA
Steven Cairns
Fort Mill, SC
Patrick Lee
Las Vegas, NV

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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