Matt Warntz CFP®

Experience

• 

  CUSO Financial Services, LP

  Jun 2018 - Mar 2021

  Financial Advisor
• 

  LPL Financial

  Mar 2021 - now

  Wealth Management Consultant

  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.Insurance products are offered through LPL or its licensed affiliates. Pennsylvania State Employees Credit Union (PSECU) and PSECU Financial Services (PFS) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using PFS, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of PSECU or PFS. PSECU has contracted with LPL to make non-deposit investment products and services available to credit union members. Securities and insurance offered through LPL or its affiliates are:- Not Insured by NCUA or Any Other Government Agency- Not Credit Union Guaranteed - Not Credit Union Deposits or Obligations- May Lose ValueThird 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.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Office: (717) 777-2480 Show less