Matthew Berry is a registered investment advisor at LPL Financial LLC, based in Kewanna, IN, with 20 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
Kewanna, IN
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Regulatory History
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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Matthew is involved in several business activities, including Heartland Financial Management LLC (DBA for LPL business), Heartland Land Consulting LLC, Matthew Berry Notary, Matt Berry Excavating, North Central Elite LLC, Lambert & Lanoue LLC (tax prep, accounting, CPA), and real estate rental. He dedicates about a quarter of his time to Heartland Financial Management LLC.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Sii Investments, INC.Broker
Strategic Financial Group, LLC
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations2 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.