Matthew White
Investment adviser representative at Northwestern Mutual Investment Services,LLC
8 yearsExperience
1 stateRegistered in
$0Firm assets
54 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Experience
8 years in the industry.
- Northwestern Mutual Investment Services, LLCDec 2024 to now
- Kevin O ConnellNov 2024 to now
- UnemployedJun 2024 to Nov 2024
- The Legacy Group IncJan 2022 to Jun 2024
- StudentAug 2019 to Jun 2023
- The Valley InnSep 2017 to Aug 2019
- Beth Tfiloh CampsMay 2016 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Northwestern Mutual Investment Services,LLC
Legal name: Northwestern Mutual Investment Services, LLC
$0Assets managed
1Clients
2,130Advisers
54 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7407098
- Firm CRD
- 2881