Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Witkowski is a financial advisor with Thrivent Investment Management Inc. Matthew has been in the financial industry since September 2006. Matthew's background includes experience with other financial institutions such as Securities America, Inc. and MML Investors Services, LLC. Matthew is registered as a Registered Representative in Wisconsin and Texas. Matthew specializes in providing financial advice to individuals and businesses. Matthew is also active in the community, serving on the boards of several non-profit organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
WI
04/04/2011 - Present
Thrivent Investment Management Inc. (Milwaukee WI)
WI
11/17/2009 - 03/18/2011
MML INVESTORS SERVICES, LLC (MADISON WI)
WI
06/12/2009 - 11/09/2009
SECURITIES AMERICA, INC. (MADISON WI)
WI
01/16/2007 - 07/03/2008
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
WI
07/14/2006 - 08/22/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
01/03/2006 - 06/28/2006
CUNA BROKERAGE SERVICES, INC. (MADISON WI)
MA
12/02/2004 - 09/06/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 12/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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