Matthew Earl Bose

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

• 06/2002 → 07/2021
  Waddell & Reed Inc
  Indianapolis, IN
• 10/2002 → 07/2021
  Various Insurance Carriers For W & R Insurance Agencies
  Fishers, IN
• 10/2013 → 07/2021
  Matthew E Bose
  Fishers, IN
• 11/2019 → 07/2021
  Rental Property
  Miramar Beach, FL
• 07/2021 → Present
  Lpl Financial Llc
  Fishers, IN

Previous Registrations

• 2002-09-10 → 2021-07-21
  Waddell & Reed
  Indianapolis, IN
  Charleroi, PA
  Fishers, IN

Other Businesses

1. 11/2019/Matthew Bose/Indy Wealth Advisors/DBA for LPL Business (entity for LPL business)/Investment Related/Fishers, IN/0 HRS/MO 2. 1/2015/Matthew E. Bose, Inc/Business Entity For Tax/Investment Purposes Only/Investment Related/Fishers, IN/0 HRS/MO 3. 11/2019/Matthew Bose/Other/Investment Related/Miramar Beach, FL/1 HRS/MO

Exams

• S66 Uniform Combined State Law Examination
  2002-09-06

Other Names

• Matthew Bose