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Chris Mathwig, LUTCF

Chris Mathwig, LUTCF

LPL Branch Manager, Minnesota

Christopher is the LPL branch manager of our Minnesota office, where he assists clients in identifying and clarifying their short, intermediate, and long-term goals. He has been in the financial services industry for over 15 years.  Chris enjoys meeting with new and existing clients and having discussions about what’s most important to them in their financial lives. He has found that people tend to become overwhelmed with the various information available about saving and investing and by clearly discussing the client's’ future goals, he is able to provide options that can better suit their needs. Teaching clients about their investing choices is very rewarding to Christopher and his goal is to have clients walk away from their meetings with actionable financial planning steps.

Christopher holds his FINRA Series 6, 63, and 65 securities licenses through LPL Financial and holds the Life Underwriter Trained Chartered Fellow (LUTCF) designation, which has provided him the chance to expand his general knowledge of investment products and services. He focused his training on investment vehicles, long-term care planning, estate planning, and guaranteed income planning.

Outside of the office, Christopher enjoys spending time with his wife and daughter. As a family, they have participated in Feed My Starving Children and are looking forward to doing their part in the fight against hunger in the Twin Cities. Christopher and his family are also members of Faith Covenant Church in Burnsville and occasionally attend Hosanna Church in Lakeville, as well.