Matthew Schutte is a CFP-designated registered investment advisor at LPL Financial LLC, based in Appleton, WI, with 15 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
402 E Wisconsin Ave, Appleton, WI, 54914
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew operates under the DBA BMO Investment Services for his LPL business and acts in a fiduciary capacity for the Schutte Family Irrevocable Trust. He also owns hunting land, is involved with the Kaukauna Youth Baseball league (a few hours per week), and serves as a board member for the Fox Valley Veterans Council (minimal time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
M&i Financial Advisors, INCBroker
Edward Jones
Edward JonesBroker
State Registrations10 states
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