Matthew Earl Steinke
Investment adviser representative at LPL Financial LLC
27 yearsExperience
10 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- LPL Financial LLCJul 2021 to now
- Lulu Tunes LLCJan 2020 to now
- Tiger Print LLCSep 2019 to now
- Kindling GroupFeb 2018 to now
- Bell Tower PropertyOct 2017 to now
- Matthew E Steinke IncMar 2015 to now
- Various Insurance Carriers for W&r Insurance AgenciesJan 2012 to now
- Waddell & Reed, IncJan 2012 to now
- Bbf PartnershipApr 2003 to now
- Matthew RamgaJan 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 10 states (CA, CO, GA, IA, IN, KY, MN, TX, WA, WI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4902294
- Firm CRD
- 6413