Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Nelson is a financial advisor with over 20 years of experience in the industry. He is currently a Registered Representative with Cambridge Investment Research Advisors, Inc. Matthew has a diverse background, having previously worked with Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Matthew holds several industry licenses and certifications, including Series 6, 7, 24, 53, 63, 66, 99TO and the SIE. He is also a registered investment advisor in Iowa. Matthew's specializations include: financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals. He is committed to providing his clients with personalized financial advice to help them achieve their goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
09/03/2008 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
WI
10/09/2001 - 11/03/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
10/09/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 09/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/29/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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