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Matthew R Liefer

Northwestern Mutual Investment Services, LLC

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About Matthew R Liefer

Matthew Liefer is a registered representative and investment adviser representative with Northwestern Mutual Investment Services, LLC. Matthew has been in the industry since 2007. Matthew's previous employers include WELLS FARGO CLEARING SERVICES, LLC and SECURITIES AMERICA, INC.. Matthew is registered in 51 states and the District of Columbia.

Firm Information

Matthew Liefer 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 Liefer’s Registration & Firm History

NE

08/05/2020 - Present

Northwestern Mutual Investment Services, LLC (OMAHA NE)

NE

11/14/2011 - 01/07/2020

WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)

NE

07/24/2006 - 11/04/2011

SECURITIES AMERICA, INC. (LAVISTA NE)

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Licenses & Designations

IA

Issued 01/23/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/2007

Series 53 - Municipal Securities Principal Examination

BC

Issued 03/23/2007

Series 4 - Registered Options Principal Examination

BC

Issued 11/03/2006

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew R Liefer.
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