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Matthew David Wilbur

Northwestern Mutual Investment Services, LLC

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About Matthew David Wilbur

Matthew Wilbur is a financial advisor with Northwestern Mutual Investment Services, LLC, where he has been registered since March 2016. Matthew has also been affiliated with the firm from October 2002 to April 2014. Prior to joining Northwestern Mutual Investment Services, LLC, Matthew was affiliated with Strong Investments, Inc. and Pruco Securities Corporation. Matthew holds multiple licenses and certifications including the Series 6, 7, 24, 63 and 65. He is registered to provide investment advice in Wisconsin.

Firm Information

Matthew Wilbur 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 Wilbur’s Registration & Firm History

WI

03/18/2016 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

10/02/2002 - 04/03/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

06/14/1996 - 05/16/2002

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

NJ

02/28/1996 - 06/12/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 09/25/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/1998

Series 7 - General Securities Representative Examination

BC

Issued 02/27/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew David Wilbur.
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