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Matthew David Schwarz

Northland Securities, Inc.

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About Matthew David Schwarz

Matthew Schwarz is a financial advisor with over five years of experience in the financial services industry. Matthew is currently registered with Northland Securities, Inc. in Minnesota, Washington, and Wisconsin. Matthew has a strong background in investment management, having previously worked with Thrivent Investment Management Inc. in Minnesota and Thrivent Financial in Wisconsin. Matthew holds the Series 6, 7TO, 63 and 66 licenses and is dedicated to providing personalized financial advice to individuals, families, and businesses.

Firm Information

Matthew Schwarz is currently registered with Northland Securities, Inc.. Northland Securities, Inc. is a Minneapolis, Minnesota-based corporation, formed in September 1995. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. It also offers research services. Northland Securities, Inc. manages over $236 million in regulatory assets for 826 total accounts.
Northland Securities, Inc.

150 SOUTH 5TH STREET

MINNEAPOLIS, MN 55402

$236.67M

Assets Under Management

117

Total Clients

86

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research services

Research services

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Negotiated

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Matthew Schwarz’s Registration & Firm History

MN

05/12/2022 - Present

Northland Securities, Inc. (MINNEAPOLIS MN)

MN

08/17/2017 - 07/30/2021

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew David Schwarz.
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