Matt Sternkopf

Physical Location: 20000 W Pinecrest Ln New Berlin, WI 53146 Mailing Address: 20000 W Pinecrest Ln New Berlin, WI 53146 Due to FINRA regulations, I am not able to use the LinkedIn Inmail system. Please contact me at: [email protected] About: I strive to help people achieve immediate and long term financial goals by crafting and managing personalized investment strategies. I setup retirement plans for small businesses and the self-employed. I offer insurance solutions to maintain your family’s on going needs. Mission: As an Investment Advisor Representative, I strive to simplify the world of investment products. Every person has different means and goals. My job is to understand the goals and resources of each of my clients to help build and protect their hard earned assets. Products: The tools I utilize and provide advice for include: 401k and 403b options, college savings plans including, 529 plans and UTMA/UGMA, mutual funds, tax-advantaged investments, complete retirement plans, professionally managed asset accounts, life, long-term care, and disability insurance. • Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit www.ms-ia.com