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Kurt William Mattson

Northwestern Mutual Investment Services, LLC

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About Kurt William Mattson

Kurt Mattson is a registered representative with Northwestern Mutual Investment Services, LLC and has been in the financial services industry since 1997. Kurt is licensed to provide investment advisory services in Georgia and is also registered in 29 other states. Kurt is a Series 6, 7, 63 and 66 licensed representative. Kurt holds a bachelor's degree from Marquette University. Kurt is also a 1% owner of Ecredable and a 100% owner of both Seagrove Holdings, LLC and Terminus 1837 Holdings, LLC.

Firm Information

Kurt Mattson is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

3438 PEACHTREE RD NE

ATLANTA, GA 30326

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Kurt Mattson’s Registration & Firm History

GA

02/09/2006 - Present

Northwestern Mutual Investment Services, LLC (ATLANTA GA)

WI

06/06/1997 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 1/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 8/8/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 1/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt William Mattson.
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