Matthew Postell
Investment adviser representative at LPL Financial LLC
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- LPL Financial LLCJun 2024 to now
- Centra Credit UnionMay 2024 to now
- UnemployedDec 2023 to May 2024
- Foundations Investment Advisors, LLCSep 2023 to Dec 2023
- Pruco Securities LLCJul 2023 to Sep 2023
- The Prudential Insurance Company of AmericaJul 2023 to Sep 2023
- Howard BaileyApr 2023 to May 2023
- SabbaticalOct 2022 to Apr 2023
- Fidelity Brokerage Services LLCMay 2020 to Oct 2022
- JP Morgan Chase Bank, N.A.Jun 2019 to May 2020
- JP Morgan Securities LLCJun 2019 to May 2020
- TD Ameritrade Investment Management, LLCNov 2016 to Jun 2019
- TD Ameritrade, IncOct 2016 to Jun 2019
- Indiana State UniversityAug 2009 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6192461
- Firm CRD
- 6413