Joyce Mary Tania Matz

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → Present
  Lpl Financial Llc
  Okemos, MI

Other Businesses

1. 02/03/2009 - MID_MICHIGAN FOOD BANK - NOT INV REL - Non-Profit Board Member - 5% TIME SPENT - I will be assisting the food bank collect food and funds for a new school program in the area The program is for students that qualify for school reduced lunches. 2. 01/15/2010 - TRI-MAJ PLLC - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 3. 04/18/2016 * Notary * NOT INV REL * AT REPORTED BUSINESS LOCATION(S)* Notarize paperwork for convenience to clients * START 01/01/14 * 1 HR/MO DURING SECS TRDG HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-04
• S63 Uniform Securities Agent State Law Examination
  2005-12-03

Other Names

• Tania Matz
• Tania M.J. Matz