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Matthew Kreuzer

Advisor at LPL Financial

Updated today

Location

Long Prairie, MN 56347

Credentials

Series 66

Industry experience

6 years

About

Matthew Kreuzer is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2022. His prior experience includes roles at CUNA Brokerage Services and Central Minnesota Credit Union. Kreuzer also serves as CEO and manager of Premium Point Properties LLC and works with Independent School District 745 Albany Area Schools. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

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

701 Lake Street South

Long Prairie, MN 56347

Most active in

Minnesota

Work history

LPL Financial

2022 - Present (4 years)

CUNA Brokerage Services, Inc.

2019 - Present (7 years)

Premium Point Properties

2014 - Present (12 years)

Independent School District 745 Albany Area Schools

2012 - Present (14 years)

Central Minnesota Credit Union

2002 - Present (24 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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Michael B

Series 63, Series 65

Long Prairie, MN

Raymond James Financial

Michael Bongaarts is a financial advisor with Raymond James Financial Services Advisors, Inc. in Long Prairie, MN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He is also the owner of NorthStar Asset Management and NorthStar Pheasants, a farm he owns and rents out under a triple net lease. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis, modeling tools, and firm research, with a focus on advisory and implementation-support services.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Marty H

Series 63, Series 65, Series 66

Browerville, MN

Cetera

Marty Host is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at COUNTRY FINANCIAL. Outside of his advisory role, he serves as a school board member and clerk for Browerville Public School and is a member of the Browerville Lions Club. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with a broad institutional and trust network.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Kevin S

Series 66

Long Prairie, MN

LPL Financial

Kevin Spohn is a financial advisor with LPL Financial based in Long Prairie, MN, holding a Series 66 designation and six years of industry experience. He has worked at LPL Financial since 2022 and has prior experience with CUNA Brokerage Services, Inc. and Central Minnesota Credit Union. Outside of his advisory role, he serves as a volunteer firefighter with the Albany Fire Department. 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 variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

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

Jeffery B

Series 66

Long Prairie, MN

Edward Jones

Jeffery Barth is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he serves as an officer in a Cub Scouts club and is involved in farming operations in Swanville, MN. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services. The firm operates nationally with a large network of advisors and offers both discretionary and non-discretionary strategies under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Passive / index investing Active portfolio management Retired Founder/Business Owner Executive
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