Matthew Bogdan Topielski

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

• 05/2017 → 07/2024
  First Republic Bank
  Walnut Creek, CA
• 09/2016 → 06/2017
  Dick's Sporting Goods
  Dublin, CA
• 07/2024 → Present
  Fremont Bank
  Walnut Creek, CA
• 01/2025 → Present
  Lpl Financial, Llc
  Walnut Creek, CA

Other Businesses

1. 12/20/2024- Royalties From BMI- Artist/Musician- CA 94523- Non Inv Rel- Start Date 01/01/2015 2. 12/20/2024- Notary- CA 94596- Inv Rel- Start Date 06/15/2022 3. 12/20/2024- Fremont Bank- Financial Institution Duty- CA 94596- Inv Rel- 160 Hrs Per Mnth- 8 Hrs During Trading- Start Date 07/15/2024 4. 12/20/2024- Matt Topielski - Music Business- Artist/Musician- CA 94523- Non Inv Rel- Start Date 01/01/2015

Exams

• S66 Uniform Combined State Law Examination
  2025-06-13

Other Names

• Matthew Bogdan Topielski
• Matthew Topielski