Matthew Christopher Coonley

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

• 05/2016 → 02/2023
  Metlife Securities Inc
  Greenwood Village, CO
• 07/2016 → 02/2023
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 02/2023
  Mml Investors Services, Llc
  Greenwood Village, CO
• 02/2023 → Present
  Lpl Financial Llc
  Fort Collins, CO

Previous Registrations

• 2020-09-03 → 2023-02-17
  Mml Investors Services, Llc
  Greenwood Village, CO
  Fort Collins, CO
  Fort Collins, CO

Other Businesses

1) 02/16/2023 - Matt Coonley - Sole Proprietor - Non-Variable Insurance - Selling: Fixed Annuities, Health / Life/ Disability / LTC Insurance - 4101 S Taft Hill Rd Suite E5 - Investment related - 30 Hours per month - Start date: 01/01/2010. 2) 09/19/2023 - Hometown Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/06/2023 - 4 Hours Per Month/ 2 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-20
• S63 Uniform Securities Agent State Law Examination
  2013-07-05