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Matthew M Anderson

Northwestern Mutual Investment Services, LLC

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About Matthew M Anderson

Matthew Anderson is a financial advisor with Northwestern Mutual Investment Services, LLC, located in Milwaukee, WI. Matthew has been a registered representative in the securities industry since 2010. Matthew has also been registered as an investment advisor representative since 2021. Matthew has passed the Series 7, Series 66, and Series 7TO securities exams. Prior to joining Northwestern Mutual Investment Services, LLC, Matthew worked at TD Ameritrade, Inc. , Principal Securities, Inc., Fidelity Brokerage Services LLC, and Edward Jones.

Firm Information

Matthew Anderson 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 Anderson’s Registration & Firm History

WI

05/25/2021 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

03/25/2020 - 12/31/2020

TD AMERITRADE, INC. (MEQUON WI)

WI

07/29/2019 - 03/31/2020

PRINCIPAL SECURITIES, INC. (WAUWATOSA WI)

WI

01/17/2013 - 07/05/2017

FIDELITY BROKERAGE SERVICES LLC (BROOKFIELD WI)

WI

07/26/2010 - 12/06/2012

EDWARD JONES (NEW BERLIN WI)

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Licenses & Designations

BOTH

Issued 08/06/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew M Anderson.
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