Matthew
Daniels

Northwestern Mutual Investment Services, LLC

CRD#4894177
Investment Advisor
in Troy, MI

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About this Advisor

Matthew Daniels is a financial advisor who works out of Troy, Michigan with a total of 4 years of relevant experience. Daniels currently works for Northwestern Mutual Investment Services, LLC. The advisor has gained experience at Principal Life Insurance Company, Princor Financial Services Corporation, M Holdings Securities, Inc, Lovasco Consulting Group, Standard Insurance Company, David Sokol and Northwestern Mutual Investment Services LLC. Daniels has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan. Northwestern Mutual Investment Services, LLC is an advisory business operating out of Milwaukee, WI. Northwestern Mutual Investment Services, Llc offers other services. Financial advisory fees typically depend on which services are provided. However, fee types charged by Northwestern Mutual Investment Services, LLC most likely include fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

901 Wilshire Drive Suite 300
Troy, MI 48084

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,125

MI Average: 43

Investment Advisory Services

  • Other

Matthew Daniels Work History

Matthew has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

David Sokol

2019 - Present (5 years)

Northwestern Mutual Investment Services LLC

2019 - 2019 (< 1 year)

David Sokol

2016 - 2019 (3 years)

Standard Insurance Company

2015 - 2016 (1 year)

M Holdings Securities, Inc

2015 - 2016 (1 year)

Lovasco Consulting Group

2011 - 2015 (4 years)

Principal Life Insurance Company

2011 - 2015 (4 years)

Princor Financial Services Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Daniels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northwestern Mutual Investment Services,LLC

Treston Teague
Wichita Falls, TX
Erik Krueger
Downers Grove, IL
Garrick Legault
Wilbraham, MA
Trevor Conti
Middleton, WI
Ryan Dix
Mishawaka, IN
Thomas Powers
Vernon Hills, IL
Justin Mccall
Nashville, TN
Christopher Preston
Vernon Hills, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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