Matthew Kulp, financial advisor Allentown PA

Matthew Kulp

CRD Number: 4561990
Current Firm: Commonwealth Financial Network

Matthew Kulp (CRD# 4561990) is an Investment Advisor Representative working at Commonwealth Financial Network in Allentown, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Watham, MA Oct 2019 - Current 4
Legacy Planning Inc. Allentown, PA Aug 2002 - Current 21
Securian Financial Services, Inc. St Paul, MN Aug 2002 - Sep 2019 17
Minnesota Life Ins Co St Paul, MN Aug 2002 - Sep 2019 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Matthew R. Kulp
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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