Matthew Lee Baumgartner - Northwestern Mutual

Matthew Lee Baumgartner - Northwestern Mutual Learn from the Past. Plan for the Future. Live in the Present. My mission is to help create a lifetime of financial security.

Whether you're planning for yourself, your family or your business, I'll work with you to develop a customized financial plan that puts you in control of your financial future, with integrated strategies, objective advice and recommendations based on your priorities. I offer expertise in retirement income planning, estate planning and wealth management planning. I'm also backed by a team of Northw

estern Mutual professionals who specialize in business succession planning, employee and executive benefits planning and planning for long-term care.

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte...
06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6189B8LMRN

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidenc...
06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6182BBGFBg

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6186B8ic5a

06/01/2026

Financial compatibility isn't really about the numbers—it's about whether you can talk to your partner about them. 💬 HelloPrenup founder Julia Rodgers has the simplest place to start. Share three numbers this week: what you earn, what you owe, what you're saving. How you handle that conversation tells you everything. If you're ready to build on it, I'd love to help. Let's connect.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6180BBN7I4

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6185B8V8kl

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

Address

1022 E Divide Avenue, #B
Bismarck, ND
58501

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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+17012505133

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