Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Krugman is a financial advisor with LPL Financial LLC, offering investment advice and financial planning services. Matthew is based in Lafayette, Indiana, and is licensed to provide investment advice in Arizona, Florida, Illinois, Indiana, and Texas. Matthew has been in the financial services industry since December 2022, and has experience working with clients such as high-net-worth individuals, corporations and other businesses, and charitable organizations. Matthew Krugman is committed to helping clients achieve their financial goals.
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
IN
08/03/2023 - Present
LPL Financial LLC (LAFAYETTE IN)
IN
12/19/2022 - 05/24/2023
LION STREET FINANCIAL, LLC (Crown Point IN)
BOTH
Issued 08/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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