Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Kreuzer is a financial advisor with LPL Financial LLC. Matthew is a registered representative of LPL Financial LLC and offers a variety of financial services to clients in the areas of financial planning, pension consulting, portfolio management, and investment club management. He has been a registered representative in the financial industry since November 12, 2019, with a previous affiliation with CUNA Brokerage Services, Inc. Matthew's client base includes individual investors, families, charitable organizations, corporations, and investment clubs. He is a licensed financial advisor with FINRA and is registered to offer securities and advisory services in 17 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.
1
2
MN
05/18/2022 - Present
LPL Financial LLC (ST JOSEPH MN)
MN
11/13/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (ST JOSEPH MN)
BOTH
Issued 12/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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