MH
MH

Matthew Hardyman

33 Years of Experience
Red Wing, MN
BrokerSells Insurance

Matthew Hardyman is a registered investment advisor at LPL Financial LLC, based in Red Wing, MN, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

307 Dakota St, Red Wing, MN, 55066

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew is an insurance agent selling life, long-term care, and disability insurance, dedicating a few hours per week to this activity. He also operates under the DBAs Discovery Financial and Discovery Financial Centers Inc., and is involved in real estate rental through Hardyman Farms, and PackerBackerInQueenLand.

Employment History
Current Registrations
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 6 mos
LPL Financial LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
June 2012 - December 2017 · 5 yrs 6 mos
National Planning CorporationBroker
May 2012 - November 2017 · 5 yrs 6 mos
Ing Financial Partners, INC.Broker
September 1992 - May 2012 · 19 yrs 8 mos
State Registrations19 states
AKAZCACOFLIAKSMIMNMONCNDNMORSDTNTXWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.