Matthew Dorweiler (CRD# 5148618) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Morris, MN and has over 17 years of experience in the finance industry.
CRD# 2069963
Lpl Financial LLC
CRD# 6721107
Edward Jones
CRD# 6902259
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Oneascent Financial Services LLC | Birmingham, AL | Sep 2023 - Current | < 1 |
The Company Blue | Chokio, MN | Jul 2019 - Current | 4 |
Chokio Fire Department | Chokio, MN | Dec 2015 - Current | 8 |
Gateway Wealth Partners, LLC | Morris, MN | Oct 2022 - Sep 2023 | < 1 |
Lpl Financial LLC | Morris, MN | Oct 2021 - Sep 2023 | 1 |
Advisors' Pride Inc. | Morris, MN | Nov 2021 - Oct 2022 | < 1 |
Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2017 - Sep 2021 | 4 |
Northwestern Mutual Investment Services, LLC | Fergus Falls, MN | Jan 2015 - Sep 2021 | 6 |
Northwestern Mutual Life Insurance Copmany | Milwaukee, WI | May 2006 - Sep 2021 | 15 |
Northwestern Mutual Investment Services, LLC | Minneapolis, MN | Nov 2006 - Jan 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2007 |
S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- MN
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Total Assets Under Management1,789MILLIONS
-
Total Number of Accounts7,877ACCOUNTS
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Average Account Value$227,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, DE, FL, GA, ID, IL, IN, KS, KY, MA, MD, ME, MI, MN, NC, ND, NH, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY
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