Matthew J Kavanagh

Current Employers

Employment History

• 09/2013 → 05/2017
  University Of St Thomas
  St. Paul, MN
• 11/2017 → 03/2018
  Core Staff
  Milwaukee, WI
• 03/2018 → 03/2023
  Gwfs Equities
  Milwaukee, WI
• 06/2017 → 08/2017
  North Gate
  St Paul, MN
• 07/2023 → Present
  Next Level Planning & Wealth Management
  Brookfield, WI
• 04/2023 → 06/2023
  Unemployed
  Milwaukee, WI
• 02/2024 → Present
  Lpl Financial
  Brookfield, WI

Other Businesses

1. 02/27/2024 - Great Valley Advisor Group, Inc. - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/10/2023 - 160 Hours Per Month/ 8 Hours During Trading- I provide investment advisory services to Great Valley Advisor Group, Inc, an independent investment advisor firm. I started this business activity in 2/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm?s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 2. 03/19/2024 - Next Level Planning & Wealth Managment - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 7/10/2023 - 160 Hrs/Mo; 8 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-15
• S63 Uniform Securities Agent State Law Examination
  2018-08-21

Other Names

• Matthew Jack Kavanagh