DFG Biographies
DuTrac Financial Group Biographies
Matthew Stewart
LPL Financial Advisor
My goal is to help all of my clients live the life that they dreamed of, no matter what stage of their life they are in. To accomplish this objective, I meet with each client to develop goals and a plan to meet those goals. Goals are not something that remains consistent. As your life changes so do your goals. Throughout the years, we will work together to review your established goals and make changes as your life changes.
I earned my Bachelor of Arts degree from the University of Northern Iowa with an emphasis in financial investments. Since then, I have been working with DuTrac Financial Group and LPL Financial as an LPL Financial Advisor to help clients accomplish their goals.
I currently reside in Peosta, IA with my dog Paisley. When I am at home, I spend a lot of time reading or taking my dog for walks. When not at home, I travel back to my hometown of Clinton, IA to spend time with family and hang out with lifelong friends.
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:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
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.