Matthew John Anderson

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

• 09/1998 → 07/2021
  Waddell & Reed, Inc.
  Bloomington, MN
• 11/1998 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Eden Prairie, MN
• 11/2017 → 07/2021
  Eden Prairie Lacrosse Association
  Eden Prairie, MN
• 02/2018 → 07/2021
  The Lakeshore Group, Llc (Dba)
  Bloomington, MN
• 07/2021 → Present
  Lpl Financial Llc
  Bloomington, MN

Previous Registrations

• 2012-04-10 → 2021-07-21
  Waddell & Reed
  Savage, MN
  Bloomington, MN
  Edina, MN
  Savage, MN
  Bloomington, MN

Other Businesses

1. 1/2018/Matthew Anderson/Lakeshore Group Wealth Management/DBA for LPL Business (entity for LPL business)/Investment Related/Bloomington, MN/0 HRS/MO 2. 2/16/2017/Matthew John Anderson Intervivos Revocable Trust/Act in a Fiduciary Capacity/Investment Related/Eden Prairie, MN/0 HRS/MO 3. 2/2019/Lakeshore Group LLC/Business Entity For Tax/Investment Purposes Only//Investment Related/Bloomington, MN/0 HRS/MO 4. 07/2021/Matthew Anderson/Non-Variable Insurance/Investment Related/Central North Plains, MN/0 HRS/MO 5. 12/15/2023 - No Business Name - Non-Inv Related - At Reported Business Location(s) - Notary Public - Started: 11/14/2023 - 1 Hr/mo During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-26
• S63 Uniform Securities Agent State Law Examination
  1998-10-26

Other Names

• Matthew Anderson