linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Brent Lytell

Northwestern Mutual Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Brent Lytell

Matthew Lytell is a financial advisor with over 30 years of experience in the industry. He currently holds the Series 7, 9, 10, 24, 63 and 65 licenses and is registered to offer securities and investment advisory services in 38 states. Matthew is a principal of Northwestern Mutual Investment Services, LLC in Tampa, Florida. He offers a range of services to clients, including investment research, referrals to other advisors, and investment management. Matthew is committed to providing personalized financial advice to his clients and helping them achieve their financial goals.

Firm Information

Matthew Lytell is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

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.

check

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.

check

fixed fees

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

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Lytell’s Registration & Firm History

FL

10/31/2007 - Present

Northwestern Mutual Investment Services, LLC (TAMPA FL)

FL

06/25/2004 - 01/12/2005

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

FL

03/06/2001 - 06/21/2004

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

MN

03/01/1991 - 03/15/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/01/1991 - 03/15/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Matthew Brent Lytell is right for you?

Licenses & Designations

IA

Issued 07/20/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/19/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/05/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Brent Lytell.
Not sure if Matthew Brent Lytell is right for you?