Lpl Financial LLC
About this Advisor
Matthew Schultz is an investment advisor whose office is in Fargo, North Dakota. Currently a registered investment advisor with Lpl Financial LLC, they have accrued 10 years of professional experience. Schultz holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Schultz is registered to work with investors based out of North Dakota and Texas. Throughout their career, they have worked at Dish Network, Missouri Valley Ymca, Investment Centers Of America, Inc and Lpl Financial LLC. Lpl Financial LLC is headquartered in Fargo, North Dakota, and has 9,519 additional offices throughout the country. As a company, Lpl Financial LLC oversees $208 billion in assets covering 892,326 client accounts and retains more than 23,035 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the nation. The firm manages 890,301 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 28% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Lpl Financial LLC can offer 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 firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lpl Financial LLC Brokerage Details
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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
Matthew Schultz Work History
Matthew has 10 years of experience.
Lpl Financial LLC
Investment Centers Of America, Inc
Missouri Valley Ymca
Matthew Schultz has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Providence Forge, VA
Des Plaines, IL
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.