Matthew Steinke, financial advisor Denver CO

Matthew Steinke

CRD Number: 4902294
Current Firm: Lpl Financial LLC

Matthew Steinke (CRD# 4902294) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, CO and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Denver, CO Jul 2021 - Current 2
Lulu Tunes LLC Denver, CO Jan 2020 - Current 4
Tiger Print LLC Denver, CO Sep 2019 - Current 4
Kindling Group Denver, CO Feb 2018 - Current 6
Bell Tower Property Denver, CO Oct 2017 - Current 6
Matthew E Steinke Inc. Denver, CO Mar 2015 - Current 9
Waddell & Reed, Inc. Denver, CO Jan 2012 - Current 12
Various Insurance Carriers For W&r Insurance Agencies Denver, CO Jan 2012 - Current 12
Bbf Partnership Denver, CO Apr 2003 - Current 20
Matthew Ramga Denver, CO Jan 1999 - Current 25
H.u.n.i. Denver, CO Aug 2012 - Nov 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Matthew E. Steinke
Phone Number: 704-733-3300
Registered State(s):
  • CA
  • CO
  • GA
  • IN
  • IA
  • KY
  • MN
  • TX
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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