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Matthew began his career in 1999 with Bergstrom Insurance and subsequently held highly successful financial services representative and consultant positions at Thrivent Financial for Lutherans, Credit Union One and CUNA Mutual Group. He joined the MBT Investment Services team in 2012.
Matthew holds FINRA Series 6, 7 and 63 registrations through LPL Financial and licenses in Life, Health, Accident and Property & Casualty.
Matthew has guided his clients through the highs and lows of the financial landscape since 1999, and tailors and tunes unique, diversified portfolios crafted around each individual’s needs and goals. Out of the office, he loves spending time with his wife and three young children.
Matthew began his career in 1999 with Bergstrom Insurance and subsequently held highly successful financial services representative and consultant positions at Thrivent Financial for Lutherans, Credit Union One and CUNA Mutual Group. He joined the MBT Investment Services team in 2012.
Matthew holds FINRA Series 6, 7 and 63 registrations through LPL Financial and licenses in Life, Health, Accident and Property & Casualty.
Matthew has guided his clients through the highs and lows of the financial landscape since 1999, and tailors and tunes unique, diversified portfolios crafted around each individual’s needs and goals. Out of the office, he loves spending time with his wife and three young children
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