William Frank Matzinger

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

• 03/2009 → 01/2025
  Lincoln Financial Advisors
  Hartford, CT
• 01/2025 → Present
  Lpl Financial Llc
  Wethersfield, CT

Previous Registrations

• 2009-03-20 → 2025-01-23
  Osaic Fa, Inc.
  Hartford, CT
• 1999-02-18 → 2009-03-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  Hartford, CT
  San Francisco, CA

Other Businesses

1)12/26/2024 - Academy Financial, Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/26/2024 - Charter Oak Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 3)12/26/2024 - William Matzinger/Charter Oak Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2025 - 20 Hr/Mth 4)12/26/2024 - Real Estate Rental - Summer Home Rental - Inv Rel - Wethersfield, CT - Start: 01/2025 - 1 Hr/Mth

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-19
• S63 Uniform Securities Agent State Law Examination
  1996-08-14

Designations

• Certified Financial Planner

Other Names

• Bill Matzinger
• Bill Matzinger