Matthew David Altmeyer

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

• 12/2015 → 11/2018
  Signator Investors, Inc.
  Lafayette, CA
• 11/2018 → 07/2020
  Royal Alliance Associates, Inc.
  Post Falls, ID
• 07/2020 → Present
  Lpl Financial, Llc
  Post Falls, ID

Previous Registrations

• 2018-11-02 → 2020-08-05
  Osaic Wealth, Inc.
  Post Falls, ID
  Lafayette, CA
• 2018-08-21 → 2018-11-02
  Signator Investors, Inc.
  Post Falls, ID
  Bellevue, WA
  Lafayette, CA

Other Businesses

1)2007 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - ALTMEYER ENTERPRISES LLC - POST FALLS, ID 83854 2)2007 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - COMPASS FINANCIAL BY ALTMEYER - INVESTMENT RELATED - POST FALLS, ID 83854 3)2005 - NON-VARIABLE INSURANCE - MATTHEW ALTMEYER - 0% - INVESTMENT RELATED - POST FALLS, ID 83854 4)2017 - OTHER - FARM - 0% - NOT INVESTMENT RELATED - COLBERT, WA 99005

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-11-15
• S63 Uniform Securities Agent State Law Examination
  2005-09-20

Other Names

• Matt David Altmeyer