Matthew Malvitz (CRD# 6427528) is an Investment Advisor Representative working at Lpl Financial LLC in Elkhorn, WI and has over 8 years of experience in the finance industry.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 4659590
Global View Capital Management LLC
CRD# 719928
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Elkhorn, WI | Jun 2023 - Current | < 1 |
| Mattys Golf Club Repair LLC | Delavan, WI | Jul 2014 - Current | 9 |
| Edward Jones | St. Louis, MO | May 2017 - Jun 2023 | 6 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2015 - May 2017 | 2 |
| Northwestern Mutual Investment Services LLC | Janesville, WI | Jan 2015 - May 2017 | 2 |
| Elkhorn Police Department | Elkhorn, WI | Apr 2001 - Jan 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2015 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- TX
- WI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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