"I thoroughly enjoy working with people, helping to get their financial lives in order. I help them understand and develop financial behaviors that strive to enhance their personal potential. I will take the time to listen and understand your needs, and will work to build a flexible plan tailored to your goals."
About Matthew Sernau
Matt brings over 12 years of experience in the financial industry. Matt is a Chartered Retirement Planning Counselor® and an Accredited Asset Management Specialist®, holding his life, accident and health insurance licenses in the state of Michigan. He also carries his 63, 66 and 7 securities registrations which are currently held through LPL Financial. He received his bachelor’s degree in Business Administration from Grand Valley State University.
Matt specializes in working with individuals going through life transitions such as job changes, divorce, retirement, or loss of a parent. He is skilled at helping clients make complicated financial decisions simple, and ensuring that clients feel confident about the investment decisions they make.
*As reported by Financial Planning magazine, June 1996-2017, based on total revenue. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
- Not NCUA Insured
- No Credit Union Guarantee
- May Lose Value
Lake Michigan Credit Union and MaxWealth Management – Located at Lake Michigan Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan