Matthew Anderson
Matthew Anderson is a registered investment advisor at LPL Financial LLC, based in Bloomington, MN, with 27 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
3601 Minnesota Dr, Ste 550, Bloomington, MN, 55435
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Regulatory History (1)
Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Matthew operates under the DBA Lakeshore Group Wealth Management for his LPL business and is involved with the Matthew John Anderson Intervivos Revocable Trust and Lakeshore Group LLC for tax/investment purposes. He also engages in non-variable insurance activities and serves as a Notary Public, dedicating minimal time to each of these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations18 states
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.