Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Brudvik is a financial advisor with LPL Financial LLC, a firm with more than $50 billion in assets under management. Matthew has been in the industry since June 2009 and has a variety of experience with different firms. Matthew holds the Series 7, 26, 66 and 99TO licenses. Matthew has worked with a variety of clients including individuals, corporations, and charitable organizations.
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
CA
01/29/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
WI
09/08/2020 - 09/05/2023
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
WI
06/01/2020 - 07/06/2020
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
WA
11/24/2014 - 05/29/2020
ALPS DISTRIBUTORS, INC. (Seattle WA)
ME
11/22/2013 - 11/21/2014
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
ME
04/27/2012 - 11/13/2013
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
WA
09/30/2010 - 11/23/2011
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
MA
05/01/2010 - 09/30/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
11/17/2008 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 12/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/20/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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