Matthew Urbanek, financial advisor New Berlin WI
90 score

Matthew Urbanek

CRD Number: 6164577
Current Firm: Transamerica Retirement Advisors, LLC

Matthew Urbanek (CRD# 6164577) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in New Berlin, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Retirement Solutions Milwaukee, WI Sep 2014 - Current 2
Transamerica Investors Securities Corporation Milwaukee, WI Sep 2014 - Current 2
Pnc Investments Milwaukee, WI Aug 2013 - Sep 2014 1
Pnc Bank Milwaukee, WI Aug 2013 - Sep 2014 1
Northwestern Mutual Investment Services, LLC Milwaukee, WI Mar 2013 - Jul 2013 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2013 - Jul 2013 < 1
Citifinancial Inc. Milwaukee, WI Jul 2010 - Mar 2013 2
Citifinancial Inc. Elk Grove, CA Jul 2009 - Jul 2010 1
Citifinancial, Inc. Milpitas, CA Jul 2007 - Jun 2009 1
Citifinancial, Inc. Madison, WI Sep 2006 - Jul 2007 < 1
Wisconsin Union Madison, WI May 2004 - Jun 2007 3
American Income Life Madison, WI May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Matthew J. Urbanek
Phone Number: 866-368-0566
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    3,536
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $3,490,703
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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