Northwestern Mutual Investment Services,LLC
Answer a few questions and
get matched with an advisor.
Learn more about Northwestern Mutual Investment Services,LLC
Overview
Northwestern Mutual Investment Services, LLC is located at 720 East Wisconsin Avenue, Milwaukee, WI. The firm employs financial advisors to manage client portfolios and provide financial guidance. Northwestern Mutual Investment Services, LLC is a registered broker-dealer.
Northwestern Mutual Investment Services, LLC offers other services. The firm caters to banking institutions, with banking institutions being the largest client type by accounts. The fee structure at Northwestern Mutual Investment Services, LLC includes fixed and other fees. The firm maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, trust company, insurance company or agency, and commodity pool advisor.
Northwestern Mutual Investment Services, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, and Wisconsin.
Disclosures
Office Location
Northwestern Mutual Investment Services,LLC by the Numbers
2,537
Fee Structure
A financial advisor's fees typically are based on which service is provided. Fees billed by Northwestern Mutual Investment Services,LLC may include any blend of the following fee structures: fixed or other.
Available
-
Offered by 32% of firms
Fixed
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company works with banking institutions. Northwestern Mutual Investment Services,LLC's largest client type by number of accounts is .
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
Disclosures
Northwestern Mutual Investment Services,LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find an advisor that will serve your area
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to find your advisor matches today.
Financial Advisors at Northwestern Mutual Investment Services,LLC
Omaha, NE
New York, NY
Mechanicsburg, PA
Reston, VA
Leawood, KS
Omaha, NE
Springfield, IL
Peachtree Corners, GA
Sioux Falls, SD
Find an advisor who will work directly with you
SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.