Matthew James Berry

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

• 06/2010 → 05/2020
  H.D. Vest Investment Services
  Kewanna, IN
• 07/2010 → 05/2020
  H.D. Vest Advisory Services
  Kewanna, IN
• 05/2020 → Present
  Lpl Financial, Llc
  Kewanna, IN

Previous Registrations

• 2010-07-08 → 2020-06-01
  Avantax Advisory Services
  Kewanna, IN
• 2007-09-28 → 2010-05-03
  Strategiq Financial Group, Llc
  Lafayette, IN
  Merrillville, IN
• 2005-10-28 → 2007-10-12
  United Planners' Financial Services Of America A Limited Partner
  Lafayette, IN
  Lafayette, IN

Other Businesses

1. 07/13/2010 - HEARTLAND FINANCIAL MANAGEMENT LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 40%/ KEWANNA, IN 2. 02/18/2017 - HEARTLAND LAND CONSULTING LLC/ OUTSIDE, W-2 EMPLOYMENT/ NOT INVESTMENT RELATED/ 30%/ KEWANNA, IN 3. 02/22/2017 - MATTHEW BERRY/ NOTARY/ NOT INVESTMENT RELATED/ 0%/ KEWANNA, IN 4. 12/01/2013 - MATT BERRY EXCAVATING/ BUSINESS OWNER/ NOT INVESTMENT RELATED/ 0%/ KEWANNA, IN 5. 04/25/2016 - NORTH CENTRAL ELITE LLC/ BUSINESS OWNER/ NOT INVESTMENT RELATED/ 4%/ KEWANNA, IN 6. 02/01/2012 - LAMBERT & LANOUE LLC/ TAX PREP, ACCOUNTING, CPA/ INVESTMENT RELATED/ 5%/ MONTICELLO, IN 7. 12/03/2021 - No Business Name - Investment Related - Plymouth, IN 46563 - Real Estate Rental - Start Date: 10/15/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Retail clothing boutique which is paying us rent.

Exams

• S66 Uniform Combined State Law Examination
  2005-10-13

Other Names

• Matthew J Berry
• Matthew James Berry