Matthew SchwarzCRD Number: 6826498
Current Firm: Northland Asset Management
Matthew Schwarz (CRD# 6826498) is an Investment Advisor Representative working at Northland Asset Management in Minneapolis, MN and has over 6 years of experience in the finance industry.
Osaic Wealth, Inc.
Thrivent Advisor Network, LLC
Wealth Enhancement Advisory Services, LLC
|Northland Securities||Minneapolis, MN||Aug 2021 - Current||2|
|Thrivent Investment Management Inc.||Minneapolis, MN||Jul 2017 - Aug 2021||4|
|Thrivent Financial||Appleton, WI||Jul 2017 - Jul 2017||< 1|
|United States Navy||Virginia Beach, VA||Oct 2015 - Jul 2017||1|
|Untied States Navy||Jacksonville, FL||Mar 2012 - Oct 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2017|
|S66||NASAA Uniform Combined State Law Examination||Apr 2022|
Total Assets Under Management203MILLIONS
Total Number of Accounts760ACCOUNTS
Average Account Value$267,310
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, MN, MO, NC, NY, SD, TN, TX, WA, WI
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