Unclaimed
Matthew Brinkmann is a financial advisor with LPL Financial LLC. Matthew has been in the financial services industry since October 8, 2012. Matthew is registered with the state of Indiana, and holds Series 6, 7, 63, and 66 licenses. Matthew has been with LPL Financial LLC since February 28, 2018.
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
IN
02/28/2018 - Present
LPL Financial LLC (JASPER IN)
IN
04/04/2017 - 02/23/2018
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
IN
01/06/2015 - 01/19/2017
CUNA BROKERAGE SERVICES, INC. (NEWBURGH IN)
IN
06/25/2012 - 12/08/2014
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
BOTH
Issued 04/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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