Matthew Vanek
Matthew Vanek is a registered investment advisor at LPL Financial LLC, based in Carnegie, PA, with 26 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
137 E Main St, Carnegie, PA, 15106
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Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Matthew operates his LPL business under the DBA Vanek Financial Solutions and engages in several insurance-related activities, including selling fixed insurance, Medicare Advantage plans, and acting as a master broker for a Medicare replacement provider, dedicating minimal time to each. He also owns rental real estate property.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Advest, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations24 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.