Matthew John Schneider

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:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-05-15

OR RA
APPROVED

Since 2025-05-15

Branch Locations

925 Harlow Road, Springfield, OR 97477 • United States

1823 14Th Se, Albany, OR 97322 • United States

3833 Commercial St Se, Salem, OR 97302 • United States

2465 Nw Thurman, Portland, OR 97210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Selco Credit Union	Eugene	OR	01/2018	Present
Columbia Bank	Eugene	OR	09/2016	01/2018
Cuso Financial Services, Lp	San Diego	CA	01/2018	05/2025
Lpl Financial Llc	Springfield	OR	05/2025	Present

01/2018 → Present

Selco Credit Union

Eugene, OR
09/2016 → 01/2018

Columbia Bank

Eugene, OR
01/2018 → 05/2025

Cuso Financial Services, Lp

San Diego, CA
05/2025 → Present

Lpl Financial Llc

Springfield, OR

Previous Registrations

2018-08-10 → 2025-05-15

Cuso Financial Services, L.P.

Eugene, OR

Springfield, OR

Bend, OR

Other Businesses

1) 04/2025 - SELCO Investment & Retirement Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-08-09

S66 Uniform Combined State Law Examination

2018-08-09

Other Names

Matthew J Schneider

View on SEC IAPD