Advisor at LPL Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Staples, MN 56479
Credentials
Series 66
Industry experience
8 years
Matthew Ratchenski is a financial advisor with LPL Financial in Staples, MN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Central Minnesota Credit Union, CUNA Brokerage Services, and Securian Financial Advisors. Outside of his advisory work, he is the owner of Ratchenski Farms, a farming business he has operated since 2008. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.
Based on LPL Financial
Based on LPL Financial
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
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.
1220 4 Th Street Ne
Staples, MN 56479
Minnesota
Mid Minnesota Federal Credit Union
2023 - Present (3 years)
LPL Financial
2023 - Present (3 years)
LPL Financial
2022 - 2022 (1 year)
Central Minnesota CU
2018 - 2022 (4 years)
CUNA Brokerage Services
2018 - 2022 (4 years)
Securian Financial Advisors of ND, Inc.
2017 - 2018 (1 year)
Minnesota Life Insurance Co.
2017 - 2018 (1 year)
Securian Financial Services, Inc.
2017 - 2018 (1 year)
Securian Financial Advisors of ND, Inc.
2017 - 2017 (1 year)
Securian Financial Services, Inc.
2017 - 2017 (1 year)
Gate City Bank
2016 - 2017 (1 year)
Ratchenski Farms
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Motley, MN
Equitable Advisors
Jeremy Lewis is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Falcon Financial Group and has professional experience including roles at the University of Wisconsin-Madison and community organizations. He serves as Treasurer for the Motley Community Event Organization. Equitable Advisors provides financial planning, retirement-plan support, and asset management services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model that leverages third-party asset managers and offers both advisory and brokerage channels.
Series 63
Motley, MN
LPL Financial
Steven Larson is a financial advisor with LPL Financial in Motley, MN, holding a Series 63 designation and bringing 32 years of industry experience. He previously worked at SagePoint Financial for eight years before joining LPL Financial in 2020. Larson also operates Larson & Larson Financial, a DBA for his LPL 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 variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
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