Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Altmeyer is a financial advisor with over 18 years of experience in the industry. Matthew is registered to provide investment advice in 24 states and is currently associated with LPL Financial LLC. Matthew has a Series 6, Series 63, and Series 65 licenses and has passed the Securities Industry Essentials Examination. Matthew has worked with numerous firms throughout his career including Royal Alliance Associates, Inc. and Signator Investors, Inc. Matthew has specializations in areas including retirement planning, college savings, and estate planning. In addition to his financial advisory role, Matthew is also a farmer in Colbert, Washington.
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.
1
2
ID
04/07/2021 - Present
LPL Financial LLC (POST FALLS ID)
ID
11/02/2018 - 08/05/2020
ROYAL ALLIANCE ASSOCIATES, INC. (POST FALLS ID)
ID
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (POST FALLS ID)
ID
01/17/2012 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (POST FALLS ID)
ID
11/30/2007 - 01/18/2012
PACIFIC WEST SECURITIES, INC. (POST FALLS ID)
ID
10/31/2005 - 12/20/2007
ALLSTATE FINANCIAL SERVICES, LLC (COEUR D ALENE ID)
IA
Issued 11/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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