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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 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 |
- AZ
- CA
- CO
- FL
- MN
- TX
- WA
- WI
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Total Assets Under Management203MILLIONS
-
Total Number of Accounts760ACCOUNTS
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Average Account Value$267,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, GA, IA, IL, MN, MO, NC, NY, SD, TN, TX, WA, WI
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