MS
MS
Matthew Schultz
23 Years of Experience
Elgin, IL
1 DisclosureBroker
Matthew Schultz is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Elgin, IL, with 23 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
2175 Point Blvd Ste 260, Elgin, IL, 60123
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2008Denied
Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
June 2025 - Present · 11 mos
Northwestern Mutual Investment Services,llc
June 2025 - Present · 11 mos
Previous Registrations
83rd St. Wealth Management, LLC
September 2014 - May 2025 · 10 yrs 8 mos
Wells Fargo Advisors, LLCBroker
December 2009 - September 2014 · 4 yrs 9 mos
Wells Fargo Advisors, LLC
December 2009 - September 2014 · 4 yrs 9 mos
Chase Investment Services CORP.
July 2007 - December 2009 · 2 yrs 5 mos
Chase Investment Services CORP.Broker
July 2005 - December 2009 · 4 yrs 5 mos
Banc One Securities CorporationBroker
December 2003 - July 2005 · 1 yr 7 mos
Knight Execution Partners LLCBroker
December 2002 - December 2003 · 1 yr
State Registrations8 states
AZCAFLILINMTPATX
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.