Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Trypuc is a financial professional with over 25 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc. in Wisconsin. Prior to joining Osaic Wealth, Matthew worked at Woodbury Financial Services, Inc., Packerland Brokerage Services, Inc., Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. Matthew holds the Series 6, 7, and 63 licenses as well as the Securities Industry Essentials Examination (SIE). Matthew offers financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/19/2024 - Present
Osaic Wealth, Inc. (OSHKOSH WI)
WI
05/21/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OSHKOSH WI)
WI
01/02/2003 - 05/24/2010
PACKERLAND BROKERAGE SERVICES, INC. (OSHKOSH WI)
MN
07/01/2002 - 01/02/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/09/1997 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BC
Issued 10/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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