Matthew T Newman

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 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

• 11/2013 → 03/2020
  Minnesota Life
  Madison, WI
• 11/2013 → 03/2020
  Securian Financial Services Inc
  St Paul, MN
• 11/2013 → 03/2020
  Cri Securities Llc
  St Paul, MN
• 11/2013 → 03/2020
  North Star Consultants Inc
  Madison, WI
• 03/2020 → 09/2020
  On A Sabbatical
  Middleton, WI
• 05/2021 → Present
  Independent Financial Group
  Middleton, WI
• 09/2020 → 05/2021
  Cambridge Investment Research
  Fairfield, IA
• 12/2023 → Present
  Intuitive Content
  Minneapolis, MN

Previous Registrations

• 2020-09-21 → 2021-05-20
  Cambridge Investment Research Advisors, Inc.
  Middleton, WI
• 2013-08-09 → 2020-03-05
  Securian Financial Services, Inc.
  Madison, WI
• 2013-08-09 → 2020-03-05
  Cri Securities, Llc
  Madison, WI
• 2010-01-04 → 2013-06-17
  Cambridge Investment Research Advisors, Inc.
  Des Plaines, IL
• 2008-04-30 → 2009-12-31
  Cetera Wealth Services, Llc
  Des Plaines, IL

Other Businesses

(1) DAHL FINANCIAL SERVICES, LLC POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2021 ADDRESS: 1354 Boundary Rd., Middleton WI 53562, United States DESCRIPTION: Registered Representative at DBA used for marketing purposes. (2) INSURANCE AGENT POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 05/01/2021 ADDRESS: 1354 Boundary Rd, Middleton WI 53562, United States DESCRIPTION: Insurance agent (3) EXECUTOR & POA FOR IMMEDIATE FAMILY POSITION: Executor & POA for immediate family NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2025 ADDRESS: 1354 Boundary Rd., Middleton WI 53562, United States DESCRIPTION: Executor & POA for immediate family

Exams

• S66 Uniform Combined State Law Examination
  2007-01-29