Matthew Edward Lee

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

• 05/2015 → Present
  Kemba Financial Credit Union
  Pinkerington, OH
• 05/2015 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2025 → Present
  Lpl Financial Llc
  Columbus, OH

Previous Registrations

• 2015-05-18 → 2025-05-15
  Cuso Financial Services, L.P.
  Gahanna, OH
  Pickerington, OH
  Westerville, OH
  Columbus, OH
  Columbus, OH
  Gahanna, OH
  Columbus, OH
  Columbus, OH
  Bellefontaine, OH
  Columbus, OH
• 2009-07-06 → 2013-08-16
  Wells Fargo Advisors Financial Network, Llc
  Dublin, OH
• 2008-09-12 → 2009-07-07
  Ascend Advisory Group
  Dublin, OH

Other Businesses

1. 05/15/2025- Kemba Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 04/25/2025- 160 Hours Per Month- 160 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2010-06-14
• S63 Uniform Securities Agent State Law Examination
  1999-06-29

Other Names

• Matt Lee