Matthew Quinn, financial advisor River Falls WI
93 score

Matthew Quinn

CRD Number: 4517986
Current Firm: Lpl Financial LLC

Matthew Quinn (CRD# 4517986) is an Investment Advisor Representative working at Lpl Financial LLC in River Falls, WI and has over 14 years of experience in the finance industry.

Similar Advisors
Jonathan Kvasnik, financial advisor River Falls WI
Jonathan B. Kvasnik
CRD# 2209191
Fintegra, LLC
Score
101
Similar Advisors
Kevin Schwartz, financial advisor River Falls WI
Kevin G. Schwartz
CRD# 5390743
Thrivent Investment Management Inc.
Score
101
Similar Advisors
Daniel Goldsmith, financial advisor River Falls WI
Daniel Goldsmith
CRD# 5868458
Mml Investors Services, LLC
Score
100
Company Name Location Dates Years
Personal Wealth Partners, LLC Bloomington, MN May 2016 - Current < 1
Lpl Financial, LLC River Falls, WI Jan 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
Contact Info for Matthew J. Quinn
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • 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

Ready to hire a financial advisor? Get competitive proposals from Matthew Quinn and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.