Michaela A Matthews

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

• 11/2018 → Present
  Cuna Brokerage Services, Inc.
  Warren, OH
• 01/2017 → Present
  Cuna Mutual Group
  Warren, OH
• 02/2016 → 12/2016
  Mid-East Ctc
  Zanesville, OH
• 05/2022 → Present
  Lpl Financial Llc
  Warren, OH

Previous Registrations

• 2019-03-11 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Warren, OH
  Warren, OH

Other Businesses

1)05/18/2022- No Business Name -Investment Related - Cuyahoga falls, OH 44221- Real Estate Rental- owner- Start Date- 06/01/2020 2)05/18/2022 - 7 17 Retirement & Investment Group -Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)

Exams

• S66 Uniform Combined State Law Examination
  2019-02-22