Matthew Wallen, financial advisor Binghamton NY
96 score

Matthew Wallen

CRD Number: 5376260
Current Firm: Northwestern Mutual Investment Services,llc

Matthew Wallen (CRD# 5376260) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Binghamton, NY and has over 5 years of experience in the finance industry.

Similar Advisors
Harold Sasnowitz, financial advisor Binghamton NY
Harold Sasnowitz
CRD# 5313969
Berk Cleveland Rathmell Wealth Strategies, LLC
Score
101
Similar Advisors
Dirk Olds, financial advisor Binghamton NY
Dirk A. Olds
CRD# 2324104
Ambassador Advisors, LLC
Score
98
Similar Advisors
Kathleen Bartlow, financial advisor Binghamton NY
Kathleen O. Bartlow
CRD# 1206217
Columbia Ridge Capital Management
Score
96
Professional Designations
Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC Binghamton, NY Feb 2011 - Current 5
Stephen Feehan Binghamton, NY Feb 2008 - Current 8
Northwestern Mutual Investment Services, LLC Binghamton, NY Oct 2011 - Mar 2016 4
St. Pauly Textiles Farmington, NY Dec 2010 - Jan 2012 1
Northwestern Mutual Investment Services, LLC Binghamton, NY Oct 2008 - Feb 2009 < 1
Stephen T Guinan Binghamton, NY Feb 2008 - Mar 2008 < 1
Stephen Guinan Binghamton, NY Jun 2007 - Jan 2008 < 1
Radio Shack Binghamton, NY Nov 2006 - Jun 2007 < 1
Dick Ritger's Bowling Camps Ithaca, NY Jul 2002 - Sep 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
Contact Info for Matthew N. Wallen
Phone Number: 866-664-7737
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Matthew Wallen and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.