Matthew Krier
Matthew Krier is a registered investment advisor at LPL Financial LLC, based in Whitefish Bay, WI, with 4 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
5600 N Lake Dr, Whitefish Bay, WI, 53217
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an investment advisor representative (IAR) with Merit Financial Group dba Merit Financial Advisors since 2022, dedicating nearly full-time hours to servicing clients. Since 2024, Matthew also works as an agent selling fixed insurance products, dedicating a few hours per week.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
LPL Financial LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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.