Unclaimed
Matthew R. Stange is a financial advisor with over 12 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc. and has previously worked with PRUCO SECURITIES, LLC., PRINCIPAL SECURITIES, INC., THRIVENT INVESTMENT MANAGEMENT INC., FBL MARKETING SERVICES, LLC, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Matthew is licensed to provide financial advice in numerous states across the US, including Alabama, Arizona, California, Colorado, Illinois, Iowa, Minnesota, Nebraska, New Mexico, North Carolina, South Dakota, Tennessee, Virginia, and Wisconsin. He is also a Registered Investment Advisor (RIA) in South Dakota. Matthew holds multiple industry licenses including Series 6, 7, 24, 51, 63, and 65. Matthew is committed to providing personalized financial advice to individuals and families, helping them reach their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
SD
02/05/2024 - Present
Osaic Wealth, Inc. (SIOUX FALLS SD)
SD
01/11/2021 - 02/05/2024
PRUCO SECURITIES, LLC. (Sioux Falls SD)
SD
04/17/2018 - 11/24/2020
PRINCIPAL SECURITIES, INC. (SIOUX FALLS SD)
SD
08/07/2015 - 04/09/2018
THRIVENT INVESTMENT MANAGEMENT INC. (SIOUX FALLS SD)
SD
03/10/2014 - 07/24/2015
FBL MARKETING SERVICES, LLC (SIOUX FALLS SD)
SD
09/24/2008 - 12/17/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SIOUX FALLS SD)
IA
Issued 11/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/10/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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