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CFP

Matthew Russell

LPL Financial LLC
22 Years of Experience
Clackamas, OR
Broker
View SEC Summary
View SEC Summary

Matthew Russell is a CFP-designated registered investment advisor at LPL Financial LLC, based in Clackamas, OR, with 22 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9200 SE Sunnybrook Blvd., Suite 110, Clackamas, OR, 97015

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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 Activities

Matthew is a co-owner and wealth advisor at On Course Wealth Advisors, a private business. He dedicates full-time hours to financial planning and investment management, with some of those hours occurring during trading hours.

Employment History
Current Registrations
LPL Financial LLC
May 2025 - Present · 1 yr 5 mos
LPL Financial LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.Broker
October 2015 - May 2025 · 9 yrs 7 mos
Cuso Financial Services, L.P.
October 2015 - May 2025 · 9 yrs 7 mos
CUNA Brokerage Services, INC.
November 2014 - October 2015 · 11 mos
CUNA Brokerage Services, INC.Broker
November 2014 - October 2015 · 11 mos
Cuso Financial Services, L.P.Broker
July 2011 - November 2014 · 3 yrs 4 mos
Cuso Financial Services, L.P.
July 2011 - November 2014 · 3 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - July 2011 · 6 mos
Wells Fargo Advisors, LLC
January 2011 - July 2011 · 6 mos
Wells Fargo Investments, LLCBroker
August 2006 - January 2011 · 4 yrs 5 mos
Wells Fargo Investments, LLC
July 2006 - January 2011 · 4 yrs 6 mos
Wells Fargo Investments, LLC
November 2003 - December 2005 · 2 yrs 1 mo
Wells Fargo Investments, LLCBroker
September 2003 - December 2005 · 2 yrs 3 mos
State Registrations29 states
AZCACOCTFLGAIDILINLAMAMDMNMOMTNVNYOHORPARISCSDTNTXUTVAWAWI
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.
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