Matthew Thomas Stephan
Investment adviser representative at LPL Enterprise, LLC
10 yearsExperience
1 stateRegistered in
$24.9BFirm assets
2 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 Enterprise, LLCJun 2026 to now
- Sage SolutionsJun 2025 to Apr 2026
- Walsh UniversityAug 2022 to May 2026
- Scooper GirlOct 2020 to May 2025
- Ohio Prestwick Country ClubMay 2020 to Oct 2020
- KasaiJan 2020 to Mar 2020
- Green High SchoolAug 2019 to May 2022
- Green Middle SchoolJun 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8142214
- Firm CRD
- 8733