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Matthew Carroll Wooldrik

U.S. Bancorp Advisors, LLC

Iowa City, IA

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Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-10
IA RA APPROVED 2026-08-07
  • TX RA
    APPROVED
    Since 2026-08-10
  • IA RA
    APPROVED
    Since 2026-08-07

Branch Locations

204 E Washington St, Iowa City, IA 52240 • 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
Us Bank Iowa City IA 06/2014 07/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2022 03/2026
Northwestern Mutual Investment Services Llc Coralville IA 08/2022 03/2026
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2023 03/2026
U.S. Bancorp Advisors, Llc Iowa City IA 03/2026 Present
  • 06/2014 → 07/2022
    Us Bank
    Iowa City, IA
  • 08/2022 → 03/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 08/2022 → 03/2026
    Northwestern Mutual Investment Services Llc
    Coralville, IA
  • 03/2023 → 03/2026
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 03/2026 → Present
    U.S. Bancorp Advisors, Llc
    Iowa City, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-07
S63 Uniform Securities Agent State Law Examination 2023-03-10
  • S66 Uniform Combined State Law Examination
    2026-08-07
  • S63 Uniform Securities Agent State Law Examination
    2023-03-10
Other Names
  • Matt Wooldrik

View on SEC IAPD

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Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Iowa City, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Iowa City, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Iowa City, IA
LPL FINANCIAL LLC · IOWA CITY, IA
EDWARD JONES · IOWA CITY, IA
AMERIPRISE FINANCIAL SERVICES, LLC · IOWA CITY, IA
AMERIPRISE FINANCIAL SERVICES, LLC · IOWA CITY, IA
NATIONS FINANCIAL GROUP, INC. · IOWA CITY, IA

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