Matthew Suarez is a ChFC-designated registered investment advisor, based in Madison, WI, with 9 years of industry experience.
Location
2945 Triverton Pike Dr, Ste 200, Madison, WI, 53711
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Matthew is an agent/broker for North Star Consultants & North Star Brokerage selling fixed insurance since 2018, dedicating a few hours per week. He is also on the advisory board for the Notre Dame Club of Madison, spending minimal time, and owns Skylark Consulting LLC and works as a financial professional for North Star Resource Group, both financial services businesses, dedicating full-time hours to each.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations37 states
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