Matthew Dorweiler (CRD# 5148618) is an Investment Advisor Representative working at Oneascent Financial Services LLC in Morris, MN and has over 17 years of experience in the finance industry.
CRD# 6721107
Edward Jones
CRD# 6902259
Edward Jones
CRD# 6783676
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oneascent Financial Services LLC | Birmingham, AL | Sep 2023 - Current | < 1 |
| The Company Blue | Chokio, MN | Jul 2019 - Current | 4 |
| Chokio Fire Department | Chokio, MN | Dec 2015 - Current | 8 |
| Gateway Wealth Partners, LLC | Morris, MN | Oct 2022 - Sep 2023 | < 1 |
| Lpl Financial LLC | Morris, MN | Oct 2021 - Sep 2023 | 1 |
| Advisors' Pride Inc. | Morris, MN | Nov 2021 - Oct 2022 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2017 - Sep 2021 | 4 |
| Northwestern Mutual Investment Services, LLC | Fergus Falls, MN | Jan 2015 - Sep 2021 | 6 |
| Northwestern Mutual Life Insurance Copmany | Milwaukee, WI | May 2006 - Sep 2021 | 15 |
| Northwestern Mutual Investment Services, LLC | Minneapolis, MN | Nov 2006 - Jan 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2007 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2021 |
- MN
-
Total Assets Under Management1,789MILLIONS
-
Total Number of Accounts7,877ACCOUNTS
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Average Account Value$227,072
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DE, FL, GA, ID, IL, IN, MA, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WY
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