Matthew Rohde
Matthew Rohde is a registered investment advisor at LPL Financial LLC, based in Fairview Park, OH, 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
4379 W 219th St Ste 101, Fairview Park, OH, 44126
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Regulatory History (1)
Customer Dispute
May 2005Other Business Activities
Matthew operates Ohio Investment Partners as a DBA for his LPL business. He also has a business entity, LRS, for tax/investment purposes, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Financial Management Strategies, INC.
Walnut Street Securities, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
State Registrations35 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.