Matthew David Creme

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

• 11/2008 → 08/2017
  Fifth Third Securities
  Northville, MI
• 08/2017 → Present
  Lpl Financial Llc
  Birmingham, MI
• 08/2017 → Present
  Bank Of Ann Arbor
  Birmingham, MI

Previous Registrations

• 2008-12-03 → 2017-09-08
  Fifth Third Securities, Inc.
  Northville, MI
  Canton, MI
  Belleville, MI
  Dearborn, MI
  Livonia, MI
  Ypsilanti, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Westland, MI
  Plymouth, MI
  Wixom, MI
  Milford, MI
  West Bloomfield, MI
  Whitelake, MI
  Highland, MI
  Ann Arbor, MI
  Ann Arbor, MI
  Ypsilanti, MI
  Ann Arbor, MI

Other Businesses

1)8/21/17- BOAA Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100%

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-05-02
• S63 Uniform Securities Agent State Law Examination
  1995-06-27

Other Names

• Matt David Creme