Matthew J Mckelvey
Investment adviser representative at LPL Financial LLC
13 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
13 years in the industry.
- Premier Community BankJun 2025 to now
- LPL Financial LLCOct 2024 to now
- Cambridge Investment Research Advisors, Inc.Jun 2020 to Oct 2024
- Cambridge Investment Research, Inc.Jun 2020 to Oct 2024
- Retirement Income Planning LLCAug 2019 to Jun 2020
- Securities America Advisors, Inc.Aug 2019 to Jun 2020
- Securities America, Inc.Aug 2019 to Jun 2020
- Cambridge Investment Research, Inc.Jan 2018 to Aug 2019
- CadreNov 2017 to Apr 2018
- Sii InvestmentsSep 2015 to Aug 2017
- Weidner Center - UwgbSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6563412
- Firm CRD
- 6413