Dean Tetsuro Matsumoto

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

• 03/2013 → 01/2024
  Woodbury Financial Services, Inc.
  Honolulu, HI
• 01/2024 → 03/2025
  Osaic Wealth, Inc.
  Honolulu, HI
• 03/2025 → Present
  Lpl Financial
  Honolulu, HI

Previous Registrations

• 2024-01-19 → 2025-03-13
  Osaic Wealth, Inc.
  Honolulu, HI
• 2013-03-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Honolulu, HI
• 2009-06-01 → 2013-04-10
  Morgan Stanley
  Honolulu, HI
• 2008-06-18 → 2009-06-01
  Morgan Stanley & Co. Llc
  Honolulu, HI

Other Businesses

1- 02/2025 / Linn Wealth Management, LLC / DBA for LPL Business - Previously approved / INV RLTD / AT LOCATION / 172 HRS MNTH / 40 HRS DURING TRADING / START 03/01/2025

Exams

• S66 Uniform Combined State Law Examination
  2008-06-12