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Matthew Brian Sample

Advisor at LPL Financial — Milford, NE

Updated today

Credentials

Series 66

Experience

14 years

Location

Milford, NE 68405

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,418 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Matthew Sample is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2019 and has previous experience with Waddell & Reed, Heyen Tax & Accounting, and various insurance carriers. Outside of his advisory work, he has been involved with the Milford Wrestling Club, Team Milford LLC, and the Kiwanis Club of Milford. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management technologies.

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

Milford, NE

516 First Street

Milford NE 68405

Advisors at this office

1

Most active in

California · Colorado · Florida · Iowa · Minnesota · Missouri · Nebraska · Nevada · New Mexico · North Carolina · Texas

Work history

14 years of industry experience

LPL Financial

2021 - Present • 5 years

Milford, NE

Milford Wrestling Club

2017 - 2021 • 4 years

Milford, NE

Team Milford LLC

2017 - 2021 • 4 years

Milford, NE

Kiwanis Club of Milford

2013 - 2021 • 8 years

Milford, NE

Various Insurance Carriers For W&R Insurance Agencies

2012 - 2021 • 9 years

Pleasant Dale, NE

Waddell & Reed, INC.

2012 - 2021 • 9 years

Milford, NE

Heyen Tax & Accounting

2005 - 2021 • 16 years

Milford, NE

Matthew Sample-General Notary Public

2004 - 2021 • 17 years

Milford, NE

Disclosures

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

Business activities & affiliations

user avatar

Andrew M

Series 66

Seward, NE

Maxus Wealth Management LLC

Andrew Mc Gill is a financial advisor with Maxus Wealth Management LLC, holding a Series 66 license and two years of industry experience. Prior to joining Maxus, he worked at Creative One Securities, LLC and RG Investments Inc., and spent over a decade at Bunge North America. Outside of advisory work, he is involved in several non-investment businesses, including owning a coffee shop and a farming operation. Maxus Wealth Management provides discretionary asset management and investment advisement primarily to individual and high-net-worth clients. The firm’s investment approach blends fundamental and technical analysis with value-oriented long-term investing and tactical asset allocation, managing portfolios on a discretionary basis.

Income planning Retirement income strategy Options & derivatives strategies Active portfolio management Founder/Business Owner
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Roger G

Series 63, Series 65

Seward, NE

CreativeOne Securities, LLC

Roger Gamble is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 credentials and 37 years of industry experience. He previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. from 2016 to 2017. Outside of his advisory role, Mr. Gamble serves as president of Mighty Fortress Evangelical Lutheran Church in Seward, Nebraska. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services using fundamental and cyclical security analysis alongside model asset allocations and third-party manager programs.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Mitch K

Series 66

Seward, NE

Thrivent Advisor Network, LLC

Mitch Klintworth is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the Seward Kiwanis Club Ag Banquet Committee, which supports a local food assistance program. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm’s investment approach focuses on long-term strategies with customized asset allocations using primarily low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Annuities College savings (529s, UTMA, etc.) Private / alternative investments
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Kara K

Series 66

Seward, NE

Ameritas Advisory Services, LLC

Kara Kenny is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Ameritas Investment Company, LLC since 2017, following nine years at Ameritas Life Insurance Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Roger J

Series 66

Raymond, NE

Ameritas Advisory Services, LLC

Roger Johnson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 27 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as an educator at the Heartland Institute of Financial Education. Outside of finance, Johnson builds and sells custom drums through his business, Johnson Custom Drums, and manages a performing band called Breakaway Band. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with an emphasis on plan sponsors and participants.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Retired
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Jesse T

Series 65, Series 63

Milford, NE

Integrity Alliance, LLC

Jesse Taylor is a financial advisor at Integrity Alliance, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Lion Street Financial and Ameritas Investment Corp. Taylor also has a role at Border States Electric outside the financial industry. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans. The firm operates a large network of independent advisors managing approximately $5.4 billion in assets, offering portfolio management, financial planning, and various investment programs through multiple platforms and approaches.

Annuities ESG / Sustainable investing
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