Matthew Stewart
LPL Financial Advisor

Since my first job as a runner at Clinton-area restaurant, I have seen people struggle to have the life they dreamed of in their retirement years. Their struggle fueled my passion to learn so I could help them when the time came. As a recent graduate from the University of Northern Iowa with an undergraduate degree in finance, and my role as an LPL Financial Advisor with DuTrac Financial Group, that time is now. Together, we can.

I look forward to listening to your personal goals, obtaining a feeling for what you hope to achieve as well as your willingness to accept risk. After, I will suggest investment options to work toward your goals. You could say I am an overachiever.

All suggestions will be ensured for reasonableness and suitability by one or both of my senior advisor colleagues. Their review will validate my work and serve as a learning opportunity for us both while growing my already broad understanding of the financial markets that is growing more each day as I continue to enhance my education and experience.

Mixing recent academic studies with real-life experiences alongside reviews by the more senior advisor colleagues allows me the confidence to present fresh investment resources that are grounded in reality and suitability. Rest assured, while I spend limited free time with family, lifelong friends, and doing all things outside, I will be pondering your goals and strategizing as to how we can work toward your financial goals earlier, if we are able. Family, friends, and helping clients exceed their financial goals are all things I deeply care about.

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

*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. DuTrac Community Credit Union and DuTrac Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using DuTrac Financial Group, and may also be employees of DuTrac Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, DuTrac Community Credit Union or DuTrac Financial Group. Securities and insurance offered through LPL or its affiliates are:

The LPL Financial registered representatives associated with this website 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.

CRPC® conferred by College for Financial Planning.