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Matthew W
Series 66
West Des Moines, IA
LPL Financial
Matthew Wilcox is a Series 66-registered financial advisor with LPL Financial, based in West Des Moines, Iowa. He has 13 years of industry experience, including prior roles at Royal Alliance Associates, Ameritas Investment Corp, and Central Financial Group. He serves as a co-trustee of the Matthew P Wilcox Trust with his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of investment strategies implemented by its network of over 22,800 advisors.
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