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Matthew Robert Dorweiler

Oneascent Financial Services LLC

Morris, MN

Birmingham, AL

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Current Employers
Oneascent Financial Services Llc

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-09-22
  • MN RA
    APPROVED
    Since 2023-09-22

Branch Locations

622 Atlantic Ave., Morris, MN 56267 • United States

100 Grandview Place Suite 200, Birmingham, AL 35243 • 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
Northwestern Mutual Life Insurance Copmany Milwaukee WI 05/2006 09/2021
Northwestern Mutual Investment Services, Llc Fergus Falls MN 01/2015 09/2021
Chokio Fire Department Chokio MN 12/2015 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 04/2017 09/2021
The Company Blue Chokio MN 07/2019 Present
Lpl Financial Llc Morris MN 10/2021 09/2023
Advisors' Pride Inc Morris MN 11/2021 10/2022
Gateway Wealth Partners, Llc Morris MN 10/2022 09/2023
Oneascent Financial Services Llc Birmingham AL 09/2023 Present
  • 05/2006 → 09/2021
    Northwestern Mutual Life Insurance Copmany
    Milwaukee, WI
  • 01/2015 → 09/2021
    Northwestern Mutual Investment Services, Llc
    Fergus Falls, MN
  • 12/2015 → Present
    Chokio Fire Department
    Chokio, MN
  • 04/2017 → 09/2021
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 07/2019 → Present
    The Company Blue
    Chokio, MN
  • 10/2021 → 09/2023
    Lpl Financial Llc
    Morris, MN
  • 11/2021 → 10/2022
    Advisors' Pride Inc
    Morris, MN
  • 10/2022 → 09/2023
    Morris, MN
  • 09/2023 → Present
    Birmingham, AL
Previous Registrations
  • 2022-10-06 → 2023-09-26
    Appleton, WI
    Morris, MN
  • 2021-12-06 → 2022-12-31
    Advisors' Pride Inc.
    Appleton, WI
    Morris, MN
Other Businesses

1) 10/4/2021- Non-Variable Insurance- Agent selling life, disability and LTC.- inv. related- Morris, MN- start date 2006- 10hrs/mth

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-15
S63 Uniform Securities Agent State Law Examination 2007-02-23
  • S65 Uniform Investment Adviser Law Examination
    2021-11-15
  • S63 Uniform Securities Agent State Law Examination
    2007-02-23

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