Raymond James Financial Services Advisors
34yrs
Top advisor by experience in Osceola
27yrs
Based in Osceola, Wisconsin, Matthew Casey is a fiduciary financial advisor with 27 years of industry experience. Matthew has been with LPL Financial since 2018; before that, Matthew spent eight years at Invest Financial and two years at Uvest Financial Services Group. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 13 advisors with offices in Osceola, and one of 12 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience in Wisconsin
Office500 Chieftain St, Osceola, WI 54020
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowLPL Financial LLCCurrent firm
- 2010 – 2018Invest Financial CorporationPreviously
- Oct 2008 – Jun 2010Uvest Financial Services Group, Inc.Previously
Contact Matthew
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Matthew. 500 Chieftain StOsceola, WI 54020Office · Get directions Facebook pageLPL Financial
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call LPL Financial at (704) 733-3300 and ask for Matthew Casey. Matthew works from the Osceola, WI office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 1999, about 27 years. Top 22% by experience in Wisconsin.
What licenses does Matthew hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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