Matthew Ruppe
Director of Business Consulting @Financial Resources Group Investment Services, Llc
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WORK HISTORY
Director of Business Consulting @Financial Resources Group Investment Services, Llc
TX, US
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered Investment Advisor. Financial Resources Group Investment Services and LPL Financial are separate entities.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.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.
EDUCATION
University of Wisconsin-Whitewater
Bachelor's degree
ABOUT MATTHEW RUPPE
I am an investment professional who has worked in the industry since 1998 in various roles. My experience has grown from a Financial Consultant, to more responsibility as a Regional Sales and Platform Manager, to my current role as a Director of Business Consulting at Financial Resources Group Investment Services. I am responsible for contributing to the development, execution and monitoring of Investment Services sales strategies. I also lead tactics to support the growth, profitability, member relationships, and employee engagement goals of the program. Day-to-day, I consistently provide sales, operational and regulatory leadership to the team. Likewise, I strategize with fellow leaders at Financial Resources Group to identify opportunities and grow member relationships through financial planning, investments and insurance solutions. I continuously work to remain up-to-date on industry and regulatory trends to ensure ongoing top performance of Investment Services. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: TX, WI
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