Wealth Management at Royal Credit Union - Matt Casey

Matt, an LPL Financial registered representative, serves Members of the credit union through Wealth Management at Royal Credit Union. Matt joined the team in 2010 and has more than 15 years of experience in the financial services industry.

Matt is passionate about helping Members assess their current financial situation, clarify and define new strategies and needs, and develop a plan to achieve long term goals. Whether your goal is growth, retirement income, or a child’s education, Matt is always available to help you make more informed decisions about your financial future.

Matt is a life-long resident of New Richmond and a graduate of New Richmond High School. He earned a Bachelor of Science degree in Business from the University of Wisconsin-River Falls, and continues to expand his knowledge of insurance and investment issues by attending educational seminars and other professional training offered by national mutual fund and insurance companies.

Matt serves clients in the New Richmond, Star Prairie, Somerset, River Falls, and Twin Cities, MN areas. He looks forward to serving you!

Licenses/Registrations

• FINRA Series 6, 7, 63 and 66 securities registrations held with LPL Financial.
• Check the background of your financial professional on FINRA’s BrokerCheck.

LPL Financial Form CRS

Check the background of investment professionals associated with this site 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. Royal Credit Union and Wealth Management at Royal Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Royal Credit Union,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, Royal Credit Union or Wealth Management at Royal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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.