Matthew Plocher
Matthew Plocher is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 30 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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.
Location
720 E Wisconsin Ave, Milwaukee, WI, 53202
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Regulatory History
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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Matthew is the 100% owner of Plocher Holding Company, established to facilitate operations expenses, since 2014. He is also a committee member for the La Canada Flintridge Educational Foundation. Additionally, Matthew is a 50% owner of Strategic Leadership Systems, dedicating a few hours per week to leadership consulting.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
State Registrations51 states
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