Katelyn Marie Matsuda
Investment adviser representative at LPL Financial LLC
10 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
10 years in the industry.
- LPL Financial LLCJan 2026 to now
- First Interstate BankJan 2026 to now
- Diamond T K LLCAug 2023 to now
- Mountain Tracks LLCSep 2025 to Jan 2026
- Counterpoint Inc.Jul 2025 to Jan 2026
- Allstate Financial Advisors, LLCApr 2025 to Aug 2025
- Allstate Financial Services, LLCApr 2025 to Aug 2025
- Allstate Insurance CoApr 2025 to Aug 2025
- HomemakingJan 2025 to Apr 2025
- Granite Peak Communications LLCJan 2024 to Jan 2025
- HomemakingAug 2023 to Dec 2023
- Wells Fargo Clearing Services, LLCApr 2022 to Jul 2023
- Wells Fargo Bank, NAApr 2016 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MT).
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
- 7540743
- Firm CRD
- 6413