Advisor at Lakeland Investment Advisors, LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lakeland Investment Advisors, LLC.
Location
Syracuse, IN
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Matthew Ringler is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Lakeland Investment Advisors, LLC. He has worked at Lakeland Investment Advisors since 2011 and has been associated with Harris Investor Services, Inc. since 2007. Ringler holds licenses to offer life insurance and fixed annuities in Indiana and Florida and acts as an independent contractor broker between clients and various companies. Lakeland Investment Advisors is an independent registered investment adviser providing discretionary investment management and fee-based financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a Modern Portfolio Theory approach, emphasizing low-cost ETFs, indexed mutual funds, and individual bonds, with a focus on keeping portfolio expenses below 0.50%.
Financial planning fees ranging from $500 to $2,500 depending on complexity and client goals.
$0 - $249,999: 1.60% annually $250,000 - $499,999: 1.40% annually $500,000 - $749,999: 1.20% annually $750,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.85% annually $2,000,000+: 0.65% annually
Insurance commissions paid directly to agent if insurance products are recommended.
Fee-only: Fee-only firm; charges asset management fees only; no commissions or other fees from mutual funds or insurance companies.
Syracuse, IN
Indiana
Lakeland Investment Advisors
2011 - Present (15 years)
Harris Investor Services, Inc
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Elkhart, IN
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