Matthew Lee Malvitz

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

• 07/2014 → Present
  Mattys Golf Club Repair Llc
  Delavan, WI
• 01/2015 → 05/2017
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2015 → 05/2017
  Northwestern Mutual Investment Services Llc
  Janesville, WI
• 05/2017 → 06/2023
  Edward Jones
  St. Louis, MO
• 06/2023 → Present
  Lpl Financial Llc
  Elkhorn, WI

Previous Registrations

• 2017-08-31 → 2023-06-21
  Edward Jones
  Delavan, WI
  St Louis, MO
  Delavan, WI
  Delavan, WI

Other Businesses

1) 05/18/2023 - LLC - Business Entity For Tax/Investment Purposes Only - Entity for collecting rent from Omnia - Wi 53131 - Non investment related - Start date: 03/01/2023. 2) 05/18/2023 - Omnia Wealth Group - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hours per month - At reported business location(s). 3) 01/25/2024 - OWG Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/23/2024 - 40 Hours Per Month/ 8 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2017-07-17
• S63 Uniform Securities Agent State Law Examination
  2015-10-05

Other Names

• Matthew Lee Malvitz
• Matty Malvitz
• Matthew Lee Malvitz