Matthew Oelschlager, financial advisor Newport Beach CA
81 score

Matthew Oelschlager

CRD Number: 5912058
Current Firm: Mml Investors Services, LLC

Matthew Oelschlager (CRD# 5912058) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry. Matthew Oelschlager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services LLC Newport Beach, CA Jul 2014 - Current 2
Massmutual Life Insurance Company Newport Beach, CA Apr 2014 - Current 2
Northwestern Mutual Investment Services, LLC Newport Beach, CA Jan 2014 - Jun 2014 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2011 - Jun 2014 3
Northwestern Mutual Investment Services, LLC Newport Beach, CA Jun 2011 - Jun 2014 3
Bonas Company Costa Mesa, CA Aug 2003 - May 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Matthew T. Oelschlager
Phone Number: (413)737-8400
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
81

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