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Matthew Lewis Dickinson

Northwestern Mutual Investment Services, LLC

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About Matthew Lewis Dickinson

Matthew Dickinson is a financial advisor at Northwestern Mutual Investment Services, LLC. Matthew has been working in the financial services industry since 2015. Matthew is licensed to provide investment advice in Missouri. Prior to joining Northwestern Mutual Investment Services, LLC, Matthew was an advisor at LPL Financial LLC and Private Client Services, LLC. Matthew earned his Series 7, Series 63, and Series 66 licenses. In addition to providing financial advice, Matthew also owns and operates Dickinson Real Estate Asset Management, a real estate and property management business.

Firm Information

Matthew Dickinson is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

622 Emerson Rd Ste 400

SAINT LOUIS, MO 63141

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 Dickinson’s Registration & Firm History

MO

01/23/2024 - Present

Northwestern Mutual Investment Services, LLC (SAINT LOUIS MO)

AL

08/09/2023 - 10/10/2023

LPL FINANCIAL LLC (HUNTSVILLE AL)

MO

06/21/2018 - 08/01/2022

PRIVATE CLIENT SERVICES, LLC (Creve Coeur MO)

MO

03/02/2015 - 03/07/2018

SCOTTRADE, INC. (ST LOUIS MO)

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Licenses & Designations

BOTH

Issued 8/1/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 4/6/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 3/2/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Lewis Dickinson.
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