Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Ruppé is a financial advisor with LPL Financial LLC. Matthew has been working in the financial services industry since 1998 and holds a Series 6, 7, 24, 63, and 65 licenses. He has been with LPL Financial LLC since 2012. Before joining LPL Financial LLC, Matthew worked at several other firms, including BMO Harris Financial Advisors, Inc., UVEST Financial Services Group, Inc., M&I Brokerage Services, Inc., IFMG Securities, Inc., Associated Investment Services, Inc., PrimeVest Financial Services, Inc., and Banc One Securities Corporation. Matthew is registered to offer investment advisory services in Texas and Wisconsin.
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
TX
04/17/2012 - Present
LPL Financial LLC (SAN ANTONIO TX)
IL
10/18/2010 - 04/05/2012
BMO HARRIS FINANCIAL ADVISORS, INC. (ROCKFORD IL)
WI
07/25/2007 - 10/19/2010
UVEST FINANCIAL SERVICES GROUP, INC. (STOUGHTON WI)
WI
11/07/2005 - 06/29/2007
M&I BROKERAGE SERVICES, INC. (MADISON WI)
NY
05/19/2005 - 10/26/2005
IFMG SECURITIES, INC. (PURCHASE NY)
WI
02/02/2005 - 05/18/2005
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
MN
03/19/2001 - 02/02/2005
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IL
10/20/1998 - 03/09/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 03/01/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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