Matthew Scherer, financial advisor Omaha NE

Matthew Scherer

CRD Number: 6199804
Current Firm: Osaic Wealth, Inc.

Matthew Scherer (CRD# 6199804) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Omaha, NE and has over 8 years of experience in the finance industry.

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Principal Advised Services
Company Name Location Dates Years
Osaic Wealth, Inc. Omaha, NE Jan 2024 - Current < 1
Woodbury Financial Services, Inc. Omaha, NE Mar 2019 - Jan 2024 4
Questar Capital Corporaiton Minneapolis, MN Jan 2018 - Mar 2019 1
Mml Investors Services Omaha, NE May 2016 - Jan 2018 1
Massmutual Life Insurance Co Omaha, NE Feb 2016 - Jan 2018 1
Northwestern Mutual Investment Services, LLC Glen Carbon, IL May 2013 - Apr 2016 2
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2013 - Apr 2016 2
Prep Baseball Report St Louis, MO Jun 2012 - Apr 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Matthew W. Scherer
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • IA
  • NE
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, WY

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