Matthew Aaron Krier

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

• 01/2021 → 08/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2021 → 08/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2020 → 02/2021
  Northwestern Mutual
  Oshkosh, WI
• 06/2019 → 06/2020
  Verizon Wireless
  Oshkosh, WI
• 06/2018 → 06/2019
  United States Army
  Hartford, WI
• 06/2017 → 06/2018
  Sprint Corporation
  Oshkosh, WI
• 03/2012 → 06/2017
  Zimbal Minkery
  Oostburg, WI
• 06/2021 → 08/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2022 → 08/2024
  Lpl Financial Llc
  Sheboygan Falls, WI
• 08/2022 → 02/2026
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → 02/2026
  Purshe Kaplan Sterling Investments
  Albany, NY
• 02/2026 → Present
  Lpl Financial Llc
  Mequon, WI
• 02/2026 → Present
  Johnson Financial Group
  Mequon, WI

Previous Registrations

• 2022-08-23 → 2026-02-23
  Merit Financial Advisors
  Sheboygan Falls, WI
  Alpharetta, GA
• 2021-06-18 → 2022-08-23
  Cambridge Investment Research Advisors, Inc.
  Sheboygan Falls, WI

Other Businesses

1. 02/13/2026- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Johnson Financial Group Financial Advisors - Inv Rel - At Reported Business Location (s) - Start Date 02/09/2026 2. 03/24/2026 - Johnson Wealth Retirement Plan Services - Financial Institution Duty - Investment Related - At Reported Business Location(s) - Start Date 03/11/2026 - 4 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2021-06-11