Matthew Clark Greenwalt
Investment adviser representative at LPL Financial LLC
11 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
11 years in the industry.
- LPL Financial LLCJun 2025 to now
- Longhorn SteakhouseApr 2023 to now
- Missouri State Univ.Aug 2022 to now
- WalmartApr 2022 to Aug 2022
- Reeds Spring High SchoolAug 2020 to Apr 2022
- Tool Town USAApr 2020 to Aug 2020
- Reeds Spring High Intermediate SchoolJun 2015 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 8114455
- Firm CRD
- 6413