Matthew Scott Hilton

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

• 09/2014 → 09/2018
  Bmo Harris Bank
  Janesville, WI
• 09/2018 → 05/2019
  Bmo Harris Financial Advisors, Inc.
  Marengo, IL
• 07/2019 → 09/2022
  U.S. Bank
  Algonquin, IL
• 08/2019 → 09/2022
  U.S. Bancorp Investments, Inc.
  Algonquin, IL
• 09/2022 → Present
  Bmo Harris Bank
  Brookfield, WI
• 09/2022 → Present
  Lpl Financial Llc
  Brookfield, WI

Previous Registrations

• 2019-09-03 → 2022-09-09
  U.S. Bancorp Investments, Inc.
  Chicago, IL
  Algonquin, IL
• 2016-06-24 → 2019-06-10
  Bmo Harris Financial Advisors, Inc.
  Janesville, WI
  Marengo, IL
• 2006-05-31 → 2014-09-26
  Wells Fargo Clearing Services, Llc
  Milwaukee, WI
  Charlotte, NC
  Charlotte, NC
  Menomonee Falls, WI
  Glendale, AZ
  Chicago, IL
  Aurora, CO
  Duluth, MN
  Huntley, IL

Other Businesses

1- 09/2022 / BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Brookfield, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-18
• S63 Uniform Securities Agent State Law Examination
  2002-03-21