Matthew Ruppe, financial advisor Madison WI
93 score

Matthew Ruppe

CRD Number: 3121493
Current Firm: Lpl Financial LLC

Matthew Ruppe (CRD# 3121493) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Madison, WI Apr 2012 - Current 4
Harris Investor Services, Inc. Rockford, IL Oct 2010 - Apr 2012 1
Anchor Bank Madison, WI Jul 2007 - Oct 2010 3
Uvest Financial Services Group, Inc. Charlotte, NC Jul 2007 - Oct 2010 3
M&i Brokerage Services Sun Prairie, WI Oct 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Matthew J. Ruppe
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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)
  • Educational seminars/workshops
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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