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Matthew Burke

Northwestern Mutual Investment Services, LLC

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About Matthew Burke

Matthew Burke is a financial advisor with Northwestern Mutual Investment Services, LLC and has been in the industry since 2016. Matthew is registered with the state of Massachusetts. Previously, Matthew worked with Columbia Management Investment Distributors, Inc., Victory Capital Advisors, Inc., and Fidelity Brokerage Services LLC. Matthew has Series 7, Series 63 and Series 66 securities licenses.

Firm Information

Matthew Burke 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.

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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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Matthew Burke’s Registration & Firm History

MA

07/21/2020 - Present

Northwestern Mutual Investment Services, LLC (BRAINTREE MA)

MA

01/02/2020 - 06/23/2020

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

CO

07/16/2019 - 10/29/2019

VICTORY CAPITAL ADVISERS, INC. (Greenwood Village CO)

CO

10/28/2016 - 01/18/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)

NH

09/04/2015 - 10/06/2016

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

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Licenses & Designations

BOTH

Issued 01/20/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Burke.
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