Ted Matuszak (CRD# 2654192) is an Investment Advisor Representative working at Lpl Financial LLC in Pulaski, WI and has over 28 years of experience in the finance industry.
CRD# 4323474
Lpl Financial LLC
CRD# 4997609
Advisors Management Group Inc.
CRD# 1273248
Merit Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Pulaski, WI | Oct 2019 - Current | 4 |
| Ameriprise Financial Services Inc. | Green Bay, WI | Feb 2017 - Oct 2019 | 2 |
| Lpl Financial LLC | Denmark, WI | May 2014 - Feb 2017 | 2 |
| Denmark State Bank | Denmark, WI | May 2014 - Feb 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2009 |
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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