Matthew Robert Menke

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

• 09/1997 → 12/2016
  Ids Life Insurance Company
  Voorhees, NJ
• 09/1997 → 12/2016
  American Express Financial Advisors Inc.
  Voorhees, NJ
• 12/2016 → 06/2024
  Royal Alliance Associates
  New York, NY
• 06/2024 → Present
  Lpl Financial, Llc
  Cape May, NJ

Previous Registrations

• 2016-12-16 → 2024-06-24
  Osaic Wealth, Inc.
  Cape May, NJ
  King Of Prussia, PA
  Cape May, NJ
• 2002-07-30 → 2016-12-19
  Ameriprise Financial Services, Llc
  Cape May, NJ

Other Businesses

1- 06/2024 / MID-ATLANTIC FINANCIAL GROUP / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / At Reported Business Location(s) - START DATE 07/16/2016 2- 06/2024 / MID-ATLANTIC PROPERTIES LLC / Other - Business Owner / NOT INVESTMENT RELATED /Cape May Court House, NJ - START DATE 06/24/2017 3- 06/2024 / Boxing coach / Other - Coach/Sports/Fitness / NOT INVESTMENT RELATED / Cape May Court House, NJ / 10 HRS MNTH / START DATE 01/01/2014 4- 06/05/2026 - Menke Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/28/2026 - 140 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-10-20

Designations

• Chartered Financial Consultant