Matt Streck - Financial Advisor at Northwestern Mutual

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Matt Streck - Financial Advisor at Northwestern Mutual Matt specializes in working with individuals and business owners to focus on growing and maintaining their wealth. They currently reside in Oklahoma City.

Matt’s expertise in both financial and business planning allows him to cover a wide range of needs for clients. Matt is a CERTIFIED FINANCIAL PLANNERTM Professional for Northwestern Mutual. A native Oklahoman, Matt grew up, fittingly, in the northwestern part of the state on a farm near Kremlin before heading to Stillwater to earn a degree in finance from Oklahoma State University in 2012. Matt began his career with Northwestern Mutual as an intern from January 2011 to June 2012, when he launched straight into a full-time time position. Since beginning his full-time career, Matt has earned his CERTIFIED FINANCIAL PLANNERTM certification with the CFP® board, Accredited Estate Planner from the National Association of Estate Planners & Councils, as well as the Chartered Financial Consultant, and Chartered Life Underwriter designations from The American College. For individuals, Matt specializes in retirement planning, estate planning, education planning, life insurance, disability insurance and long-term care planning. On the business side, Matt is an expert in succession planning, business risk management and employee and executive benefits planning. Matt is married to Rachel and they have one dog, Perry. He enjoys spending time going to the gym, reading, golf and helping on the family farm. Education:

• Bachelor’s degree in Finance from Oklahoma State University, Stillwater, OK

Professional certifications/licenses:

• CERTIFIED FINANCIAL PLANNER, CFP ®
• Chartered Financial Consultant, ChFC®
• Chartered Life Underwriter, CLU®
• Accredited Estate Planner, AEP®

Stockyards City is about to get busy. 🤠 The Stockyards Stampede brings Oklahoma City together to celebrate the western a...
10/17/2026

Stockyards City is about to get busy. 🤠

The Stockyards Stampede brings Oklahoma City together to celebrate the western and agricultural heritage this state was built on — a district that's been working for more than a century and still feels like the real thing.

For Matt, whose roots run through rural Oklahoma and the family farm, days like this are more than a good time. They're a reminder of the people and the traditions that keep this state running.

If you're heading down, take your time. Talk to the folks behind the booths. Stay for lunch. It's worth the trip.

Will we see you at the Stampede?

10/16/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Meet Kellie 👋 If you've called our office, emailed a question, or walked through our door, Kellie Tate is probably the r...
10/15/2026

Meet Kellie 👋

If you've called our office, emailed a question, or walked through our door, Kellie Tate is probably the reason it felt easy.

Kellie joined as our executive assistant in July 2015 and just celebrated 11 years with the firm. She's the friendly first point of contact for clients, the one keeping the details of daily operations moving, and right now, the one helping us settle into our new space as we move from the fourth floor to the first.

At home, she recently welcomed her fifth grandchild. With two of her grandkids — an 18-month-old and a 6-month-old — living with her, she's getting to see life through children's eyes all over again.

Eleven years in, she still makes it look easy. We're glad she's on our team.

There's more on Kellie in our latest newsletter on our profile.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6182BH84ey

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6186BH8c3K

Q4 is when the year-end financial calendar gets real. A few of the dates and decisions we're walking clients through rig...
10/13/2026

Q4 is when the year-end financial calendar gets real.

A few of the dates and decisions we're walking clients through right now:

RMDs and employer retirement plan contributions before 12/31

Roth conversions and tax loss harvesting

529 contributions

Solo 401(k) and 401(k) contributions for business owners

Q4 estimated tax payments

Expecting a bonus or a stock distribution this year? That's a conversation worth having before December, not after.

We covered the full list in the latest issue of Where Wealth Takes Root. Reach out if you'd like a copy.

What's still on your year-end list?

http://gardenwealth.nm.com?utm_source=facebook&utm_content=_&agentid=019844



No investment strategy can assure a profit and does not protect against loss in declining markets. This publication is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

A good night for Oklahoma agriculture. 🌾 We were glad to be part of the Oklahoma Youth Expo Gala, supporting the student...
10/11/2026

A good night for Oklahoma agriculture. 🌾

We were glad to be part of the Oklahoma Youth Expo Gala, supporting the students who show up early, work hard, and carry this state's agricultural traditions forward.

For Matt, this one is personal. Growing up around the family farm taught him exactly what these kids are learning right now — stewardship, patience, and taking care of what's been entrusted to you.

Watching the next generation take that on is worth showing up for.

Thank you to everyone who put the evening together, and congratulations to the students who keep making Oklahoma proud.

It's World Financial Planning Day — a good moment to revisit a strategy we covered in our latest newsletter: Opportunity...
10/08/2026

It's World Financial Planning Day — a good moment to revisit a strategy we covered in our latest newsletter: Opportunity Zone Funds.

Here's the idea. When you realize a capital gain, you generally owe tax on it. Opportunity Zone Funds let you reinvest that gain into designated economically distressed communities and defer the tax liability for up to five years, with the potential to earn additional gains on a tax-favorable basis.

The part worth sitting with: that capital goes to work in communities that need investment. Planning and purpose don't have to be separate conversations.

Whether it fits depends entirely on your situation — the size of the gain, your timeline, and the rest of your plan. That's a conversation worth having before year-end rather than after.

Is this on your radar?

http://gardenwealth.nm.com?utm_source=facebook&utm_content=_&agentid=019844



No investment strategy can assure a profit and does not protect against loss in declining markets. This publication is not intended as legal or tax advice. Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a d...
10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6188BGLQw4

Address

6301 Waterford Boulevard Suite 440
Oklahoma City, OK
73118

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 4pm

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