Schellinger Matthew

Matthew Schellinger

LPL Financial Advisor

Phone Number:  262.518.1811

Matthew is an LPL Financial Advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He holds his FINRA Series 7 and Series 66 registrations through LPL Financial that allow him to sell securities. Additionally, he is licensed in Life Insurance, Health Insurance, and Variable Annuities in the state of Wisconsin.

With a passion for building strong, meaningful relationships, Matthew is dedicated to guiding clients through their financial journey with confidence. He believes that everyone deserves access to professional financial guidance, regardless of their income level. He believes you should never feel alone in managing your financial life, so he offers flexibility whether clients are just starting out and looking to grow their wealth, or evaluating and building upon existing portfolios.

Matthew offers a wide range of services, including retirement planning, financial planning, 401(k) rollover strategies, educational planning, and general investment management. With a broad selection of financial options, he ensures that each client receives a tailored strategy aligned with their comfort level, time horizon, and financial goals.

As a fiduciary in advisory relationships, his top priority is to help clients work toward financial milestones while making informed, confident decisions.

Matthew is a passionate sports enthusiast, he loves cheering for the Green Bay Packers, and enjoys playing basketball, golf, and pickleball. He resides in Cedarburg with his fiancée, Taylor, and together they enjoy traveling, hiking, and quality time with family and friends.

Check the background of the investment professional on FINRA’s BrokerCheck.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. Kohler Credit Union and KCU Investment & Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using KCU Investment & Retirement Services, and may also be employees of Kohler Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Kohler Credit Union or KCU Investment & Retirement Services.  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 Value

 

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