Mathew Vandenboom
Mathew Vandenboom is a registered investment advisor at LPL Financial LLC, based in Appleton, WI, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
610 E Wisconsin Ave, Appleton, WI, 54911
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mathew sells fixed life insurance and fixed annuities, dedicating minimal time to this activity. He also has several DBAs for his LPL business and owns Vanden Boom Verstegen Properties LLC for real estate rental, dedicating nearly full-time hours to this.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Network Investment CorporationBroker
CUNA Brokerage Services, INC.Broker
Kemper Securities Group, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
State Registrations42 states
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