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Matthew Greer

Advisor at LPL Financial

Updated today

Location

Ashland, IL 62612

Credentials

Series 63, Series 65

Industry experience

27 years

About

Matthew Greer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, VOYA Financial Advisors, and West Central Financial Services. He is also involved in Greer Insurance Solutions, LLC, which operates as a non-variable insurance business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with a broad product platform.

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

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

400 East Buchanan

Ashland, IL 62612

Most active in

Illinois

Work history

LPL Financial, LLC

2024 - Present (2 years)

Cambridge Investment Research Advisors

2018 - 2024 (6 years)

Cambridge Investment Research, Inc.

2018 - 2024 (6 years)

VOYA Financial Advisors

2014 - 2018 (4 years)

West Central Financial Services

2009 - Present (17 years)

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
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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 at Berger Financial Group with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and CETERA Financial Specialists LLC. Outside of advising, he is involved in tax and accounting services as a tax manager at Quorum Consulting, LLC, and owner of Ernst Tax & Financial Services, where he represents clients before the IRS. Berger Financial Group provides wealth management, retirement and succession planning, income tax planning, and consulting for individuals, families, trusts, businesses, and retirement plans. The firm manages accounts on a discretionary basis using fundamental analysis and primarily long-term strategies, with a notable ownership structure involving an Employee Stock Ownership Plan Trust and a team that includes Certified Public Accountants offering separate tax services.

Retirement income strategy Income planning Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive

Brent B

Series 66

Jacksonville, IL

Kingsview Wealth Management, LLC

Brent Bordenkircher is a financial advisor at Kingsview Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 26 years. Outside of his advisory role, he serves as an assistant football coach at Routt Catholic High School in Jacksonville, Illinois. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio management group.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Wealth management Founder/Business Owner Retired
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Robert B

Series 63, Series 66

Jacksonville, IL

BFC PLANNING, Inc.

Robert Beard is a financial advisor with BFC Planning, Inc. in Jacksonville, IL, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at BFC Planning since 2016 and has been with Berthel, Fisher & Company Financial Services, Inc. since 2003. Outside of his advisory roles, Beard serves as Secretary/Treasurer of the Jacksonville Country Club. BFC Planning, Inc. serves a diverse client base, including individuals, corporations, pension plans, trusts, and estates, through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing various platforms and strategies tailored to client needs.

Concentrated stock management Options & derivatives strategies Real estate investing
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