Matthew Klett
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
2 statesRegistered in
$24.9BFirm assets
2 yearsFirm in business
Are you Matthew Klett? Claim your profile
Contact this firm
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 Enterprise, LLCFeb 2025 to now
- UnemployedNov 2024 to Jan 2025
- TugboatsJun 2024 to Oct 2024
- Cape Cod Financial ServicesJun 2023 to Aug 2023
- Skipper Chowder HouseJun 2021 to Aug 2023
- University of Massachusetts DartmouthSep 2020 to May 2024
- UnemployedMay 2020 to Sep 2020
- Fitness500 ClubOct 2018 to Feb 2020
- Barnstable High SchoolSep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
LPL Enterprise, LLC
$24.9BAssets managed
102,563Clients
3,116Advisers
2 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
- 7759363
- Firm CRD
- 8733