Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brice Tielker is a financial advisor with LPL Financial LLC, based in Indianapolis, Indiana. Matthew has been in the financial industry since 2007 and holds several industry licenses. He has experience in investment planning, retirement planning, and financial advising. He is registered with the state of Indiana and other states.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
05/18/2022 - Present
LPL Financial LLC (Indianapolis IN)
IN
01/05/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Indianapolis IN)
IN
04/02/2012 - 01/04/2021
CUSO FINANCIAL SERVICES, L.P. (INDIANAPOLIS IN)
IN
12/18/2008 - 02/09/2012
VALIC FINANCIAL ADVISORS, INC. (CARMEL IN)
IN
01/01/2008 - 10/27/2008
WACHOVIA SECURITIES, LLC (INDIANAPOLIS IN)
IN
05/09/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
BOTH
Issued 05/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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