Matthew J Mckelvey

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

• 01/2018 → 08/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 09/2015 → 08/2017
  Sii Investments
  Appleton, WI
• 11/2017 → 04/2018
  Cadre
  Appleton, WI
• 09/2013 → 05/2017
  Weidner Center - Uwgb
  Green Bay, WI
• 08/2019 → 06/2020
  Securities America, Inc.
  Madison, WI
• 08/2019 → 06/2020
  Securities America Advisors, Inc.
  Madison, WI
• 06/2020 → 10/2024
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2020 → 10/2024
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2019 → 06/2020
  Retirement Income Planning Llc
  Madison, WI
• 10/2024 → Present
  Lpl Financial Llc
  Green Bay, WI
• 06/2025 → Present
  Premier Community Bank
  Pulaski, WI

Previous Registrations

• 2020-06-19 → 2024-11-06
  Cambridge Investment Research Advisors, Inc.
  Grafton,, WI
  Port Washington, WI
• 2019-08-23 → 2020-06-19
  Securities America Advisors, Inc.
  Madison, WI
• 2018-06-05 → 2019-08-23
  Cambridge Investment Research Advisors, Inc.
  Johnson Creek, WI

Other Businesses

1) 12/02/2024 - Other - Notary - Investment Related - At Reported Business Location(s) - Start Date 11/01/2024 - 1 hour per month/ during trading 2) 07/23/2025 - Premier Investment Services - DBA for LPL Business (entity for LPL business) - Inv rel - At Reported Business Location(s) - Start Date 07/07/2025 - 40 Hr/Mth 40 hr during trading 3) 07/23/2025 - Premier Community Bank - Financial Institution Duty - inv Rel - Pulaski, WI - Start date: 07/07/2025 - 40 Hr/Mth 40 hr during trading. 4) 09/09/2025 - GBU - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:08/08/2025 - 2 Hrs/Mth - 2 Hrs During Trading. 5) 09/18/2025 - PDI Financial - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:08/08/2025 - 5 Hrs/Mth - 5 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-01

Other Names

• Matt Mckelvey