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Matthew Lee Ratchenski

Advisor at LPL Financial — Staples, MN

Updated today

Credentials

Series 66

Experience

8 years

Location

Staples, MN 56479

LPL Financial logo

LPL Financial

Institution

Total advisors

22,817

Across 10,464 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Matthew Ratchenski is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Mid Minnesota Federal Credit Union, Central Minnesota Credit Union, and Securian Financial Advisors. In addition to his advisory work, he owns and operates Ratchenski Farms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with an emphasis on customizable investment strategies supported by LPL Research and third-party subadvisors.

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 income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Staples, MN

1220 4th Street NE

Staples MN 56479

Advisors at this office

1

Most active in

Minnesota

Work history

8 years of industry experience

Mid Minnesota Federal Credit Union

2023 - Present • 3 years

Alexandria, MN

LPL Financial

2023 - Present • 3 years

Alexandria, MN

LPL Financial

2022 - 2022 • 1 year

Perham, MN

Central Minnesota CU

2018 - 2022 • 4 years

Perham, MN

CUNA Brokerage Services

2018 - 2022 • 4 years

Waverly, IA

Securian Financial Advisors of ND, Inc.

2017 - 2018 • 1 year

Mandan, ND

Minnesota Life Insurance Co.

2017 - 2018 • 1 year

St. Paul, MN

Securian Financial Services, Inc.

2017 - 2018 • 1 year

St. Paul, MN

Securian Financial Advisors of ND, Inc.

2017 - 2017 • 1 year

Mandan, ND

Securian Financial Services, Inc.

2017 - 2017 • 1 year

St. Paul, MN

Gate City Bank

2016 - 2017 • 1 year

Fargo, ND

Ratchenski Farms

2008 - Present • 18 years

Cavalier, ND

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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Jeremy L

Series 66

Motley, MN

Equitable Advisors

Jeremy Lewis is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Falcon Financial Group and has held various roles in education and community organizations. He serves as Treasurer for the Motley Community Event Organization. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through Investment Adviser Representatives and third-party managers, focusing on personalized risk assessment and portfolio management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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Tamara S

Series 63, Series 66

Motley, MN

Ameriprise

Tamara Schabacker is a financial advisor at Ameriprise with 26 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Securian Financial Services for 22 years before joining Ameriprise in 2022. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Steven L

Series 63

Motley, MN

LPL Financial

Steven Larson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. He previously worked at SagePoint Financial from 2012 to 2020 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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