Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lacroix is a financial advisor with over 28 years of experience in the financial services industry. Matthew is currently registered with Northwestern Mutual Investment Services, LLC and has been with them since 1994. Previously, Matthew was with Robert W. Baird & Co. Incorporated from 1994 to 2002. Matthew has earned several licenses and certifications, including the Series 6, Series 63, and SIE. Matthew is registered to provide financial advice in 13 states, including Illinois, Wisconsin, Minnesota, Texas, and New York.
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
IL
12/21/1994 - Present
Northwestern Mutual Investment Services, LLC (Deerfield IL)
WI
12/21/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 01/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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