Matthew D Waldman

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 12/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 02/2016 → 12/2021
  Northwestern Mutual Investment Services Llc
  New York, NY
• 03/2017 → 12/2021
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 01/2022 → Present
  Wealth Preservation Solutions, Llc
  Paramus, NJ
• 01/2022 → Present
  Kestra Investment Services, Llc
  Paramus, NJ
• 01/2022 → Present
  Kestra Advisory Services
  Paramus, NJ

Other Businesses

MAY EARN COMMISSIONS FROM INSURANCE COMPANIES ON NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS Other business conducted under my own name as a Sole Proprietor. I have been conducting this insurance business for the past 10 years and it involves building implementation proposals and writing new insurance contracts for primarily life, disability, long term care and health insurance. I spend between 5-10 hours per month on this business. WEALTH PRESERVATION SOLUTIONS, LLC POSITION: Managing Director of Wealth Planning NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/03/2022 ADDRESS: 45 Eisenhower Dr., Suite 550, Paramus NJ 07652, United States DESCRIPTION: Placing life, long term disability, long term care and health insurance through top insurance carriers.

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-06-29

Designations

• Chartered Financial Consultant

Other Names

• Matthew Daniel Waldman
• Matthew D Waldman
• Matt Waldman