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Matthew Alan Greer

Advisor at LPL Financial — Ashland, IL

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Ashland, IL 62612

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,422 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Matthew Greer is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 27 years of industry experience, with previous roles at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. Greer also operates Greer Insurance Solutions, LLC, a business focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources to provide discretionary and non-discretionary management options.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Ashland, IL

400 East Buchanan

Ashland IL 62612

Advisors at this office

1

Most active in

Illinois

Work history

27 years of industry experience

LPL Financial, LLC

2024 - Present • 2 years

Ashland, IL

Cambridge Investment Research Advisors

2018 - 2024 • 6 years

Fairfield, IA

Cambridge Investment Research, Inc.

2018 - 2024 • 6 years

Fairfield, IA

VOYA Financial Advisors

2014 - 2018 • 4 years

Ashland, IL

West Central Financial Services

2009 - Present • 17 years

Ashland, IL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Craig A

CFP®, Series 63, Series 65

Jacksonville, IL

Investment Advisors Group, LLC

Craig Albers is a CFP® professional with 32 years of experience in the financial industry. He is the sole advisor at Investment Advisors Group, LLC and has previously worked at Stifel Nicolaus & Co Inc and LPL Financial, LLC. Outside of his advisory work, Albers serves as a sporting event public announcer for Illinois College and has held employment roles with the Jacksonville School District and the University of Illinois Springfield. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, with an investment process that incorporates fundamental, technical, sector, and cyclical analysis tailored to client objectives and risk tolerance.

Retirement income strategy Debt management Cash flow / budgeting
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James B

CFP®

New Berlin, IL

Blankenship Financial Planning, Ltd.

James Blankenship is a CFP® with 22 years of industry experience and is a principal at Blankenship Financial Planning, Ltd. He has worked at AIG since 1987. Outside of his advisory work, he serves as treasurer for both the New Berlin Fire Protection District and the Sangamon County Fair Association. Blankenship Financial Planning, Ltd. provides fee-only financial planning and investment advisory services to individuals, families, small businesses, and charities. The firm employs a long-term buy-and-hold investment philosophy focused on low-cost index and exchange-traded funds, tailoring recommendations to clients’ goals and risk tolerance.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
user avatar

Nathan M

Series 66

Jacksonville, IL

Investment Advisors Group, LLC

Nathan Mc Combs is a financial advisor at Investment Advisors Group, LLC with a Series 66 designation and one year of industry experience. Prior to joining the firm, he was a full-time student at the University of Illinois Springfield and worked for Jacksonville School District 117. Investment Advisors Group, LLC provides investment advisory and financial planning services to individuals, trusts, charitable organizations, corporations, and employer retirement plans. The firm offers tiered portfolio management solutions, standalone financial planning, and retirement plan consulting, using a mix of ETFs, individual stocks, fixed income, REITs, and asset allocation strategies tailored to client goals and risk tolerance.

Retirement income strategy Debt management Cash flow / budgeting
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Sterling R

CFP®, ChFC®, Series 63, Series 65

New Berlin, IL

Blankenship Financial Planning, Ltd.

Sterling Raskie is a CFP® and ChFC® with 15 years of experience in financial advising. He has been with Blankenship Financial Planning, Ltd. since 2012. Outside of his advisory role, he moderates online classes for The American College and is involved in personal financial counseling for military servicemembers. Blankenship Financial Planning, Ltd. provides fee-only financial planning and investment advisory services to individuals, families, small businesses, and charities. The firm follows a fundamental, long-term buy-and-hold investment philosophy using primarily low-cost index funds and ETFs, with an emphasis on tailored, tax-aware advice and flexible engagement models.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning General estate planning guidance
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Todd E

Series 63, Series 66

Springfield, IL

Berger Financial Group

Todd Ernst is a financial advisor with Berger Financial Group in Springfield, IL, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Berger Financial Group since 2025 and previously was associated with Cetera from 2021 to 2025. In addition to his advisory role, Ernst manages Quorum Consulting, LLC, providing tax and accounting services, including representation of clients before the IRS. Berger Financial Group serves individuals, families, trusts, estates, businesses, corporate executives, and retirement plans. The firm offers discretionary wealth management and comprehensive financial planning based on proprietary, long-term investment strategies, with many accounts managed on a discretionary basis and reviewed periodically.

Income planning Retirement income strategy Wealth management General tax planning Business exit / sale strategy Executive Founder/Business Owner
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Shaan S

Series 66

Jacksonville, IL

BFC PLANNING, Inc.

Shaan Smith is a financial advisor at BFC Planning, Inc. with one year of industry experience. Prior to joining BFC Planning, he worked at Berthel, Fisher & Company Financial Services, Inc. and has extensive experience at CNB Bank & Trust and Jacksonville Savings Bank. Outside of advising, he is involved in farm land rental and insurance sales. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships across multiple advisory teams and offers flexible fee structures and access to various investment platforms.

Concentrated stock management Options & derivatives strategies Real estate investing
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