Unclaimed
Matthew Schulte is a financial advisor with Northwestern Mutual Investment Services, LLC. Matthew has been in the industry since 2004 and is registered in 20 states. Matthew's primary office is located in Manchester, Iowa.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
IA
02/03/2004 - Present
Northwestern Mutual Investment Services, LLC (MANCHESTER IA)
IA
Issued 12/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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