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Matthew Joel Schutte

Osaic Wealth, Inc.

Appleton, WI

Peshtigo, WI

Green Bay, WI

LPl Financial LLC

Appleton, WI

Peshtigo, WI

Seymour, WI

Kaukauna, WI

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-08-28
  • WI RA
    APPROVED
    Since 2026-08-28

Branch Locations

W6110 Aerotech Dr Suite B, Appleton, WI 54914 • United States

341 Oconto Ave Suite 101, Peshtigo, WI 54157 • United States

2700 Vernon Dr., Green Bay, WI 54304 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-03-25
WI RA APPROVED 2021-03-24
  • TX RA
    APPROVED
    Since 2021-03-25
  • WI RA
    APPROVED
    Since 2021-03-24

Branch Locations

402 E Wisconsin Ave, Appleton, WI 54914 • United States

120 N Emery Avenue, Peshtigo, WI 54157 • United States

205 S Main Street, Seymour, WI 54165 • United States

Kaukauna, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bmo Harris Financial Advisors Green Bay WI 10/2014 03/2021
Lpl Financial Llc Appleton WI 03/2021 08/2026
Osaic Wealth Inc Appleton WI 08/2026 Present
  • 10/2014 → 03/2021
    Bmo Harris Financial Advisors
    Green Bay, WI
  • 03/2021 → 08/2026
    Lpl Financial Llc
    Appleton, WI
  • 08/2026 → Present
    Osaic Wealth Inc
    Appleton, WI
Previous Registrations
  • 2013-11-12 → 2021-03-24
    Bmo Harris Financial Advisors, Inc.
    Appleton, WI
    Green Bay, WI
    Appleton, WI
    Chicago, IL
  • 2010-05-10 → 2011-06-03
    Edward Jones
    Kaukauna, WI
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-07
  • S66 Uniform Combined State Law Examination
    2010-05-07
Designations

View on SEC IAPD

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