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Matthew Wickline

6 Years of Experience
Sewickley, PA
Broker

Matthew Wickline is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Sewickley, PA, with 6 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

2591 Wexford Bayne Rd, Ste 402, Sewickley, PA, 15143

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
February 2022 - Present · 4 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2021 - December 2021 · 6 mos
Northwestern Mutual Investment Services, LLCBroker
April 2021 - December 2021 · 8 mos
Symons Capital Management INC
September 2016 - June 2018 · 1 yr 9 mos
State Registrations1 state
PA
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.