Matthew Burckhardt, financial advisor Boston MA
90 score

Matthew Burckhardt

CRD Number: 5936841
Current Firm: Northwestern Mutual Investment Services,llc

Matthew Burckhardt (CRD# 5936841) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boston, MA and has over 3 years of experience in the finance industry.

Similar Advisors
Christopher Grande, financial advisor Boston MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Score
104
Similar Advisors
Lawrence Foster, financial advisor Boston MA
Lawrence S. Foster
CRD# 3090482
Woodstock Corporation
Score
102
Similar Advisors
Patrick Cote, financial advisor Boston MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Score
103
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Boston, MA Sep 2012 - Current 4
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2011 - Current 5
Northwestern Mutual Investment Services, LLC Boston, MA Feb 2015 - Mar 2016 1
Temple University University Park, PA Jan 2011 - May 2012 1
Penn State University Park, PA Aug 2008 - May 2011 2
Treadvell's Ice Cream North Andover, MA May 2009 - Aug 2010 1
North Andover Youth Services North Andover, MA Jun 2007 - Aug 2010 3
North Andover High School North Andover, MA Aug 2004 - Jun 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Matthew J. Burckhardt
Phone Number: 866-664-7737
Registered State(s):
  • MA
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 Burckhardt and other advisors.
BADGES
90
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.