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Matthew Lytell

35 Years of Experience
Tampa, FL
BrokerSells Insurance

Matthew Lytell is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Tampa, FL, with 35 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1511 N West Shore Blvd, Suite 800, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Matthew may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Matthew Lytell, LLC and is a 50% owner of 2341 Pheasant Hill Ln, LLC, both taking minimal time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
January 2005 - Present · 21 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
January 2005 - Present · 21 yrs 4 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2004 - January 2005 · 7 mos
Raymond James & Associates, INC.
March 2001 - June 2004 · 3 yrs 3 mos
Raymond James & Associates, INC.Broker
March 2001 - June 2004 · 3 yrs 3 mos
American Express Financial Advisors INC.Broker
March 1991 - March 2001 · 10 yrs
Ids Life Insurance CompanyBroker
March 1991 - March 2001 · 10 yrs
State Registrations40 states
AKALARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMONCNJNVNYOHORPARISCSDTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.