Matthew
Schultz

Lpl Financial LLC

CRD#6435321
Investment Advisor
in Fargo, ND

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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

Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

3101 Broadway North
Fargo, ND 58102

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

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

23,035

ND Average: 13
Total Number of Accounts

892,326

ND Average: 661
Average Account Size

$232,867

ND Average: $977,396

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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
  • Other

Matthew Schultz Work History

Matthew has 10 years of experience.

2017 - Present (4 years)

Lpl Financial LLC

2015 - 2017 (2 years)

Investment Centers Of America, Inc

2011 - 2016 (5 years)

Missouri Valley Ymca

2010 - 2011 (1 year)

Dish Network

Disclosures

Matthew Schultz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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.

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