Matthew Schwarz, financial advisor Minneapolis MN

Matthew Schwarz

CRD 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.

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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
Contact Info for Matthew D. Schwarz
Phone Number: 800-851-2920
Registered State(s):
  • AZ
  • CA
  • CO
  • FL
  • MN
  • TX
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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