Luke
Gerald
Northwestern Mutual Investment Services, LLC
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About this Advisor
Luke Gerald is a certified financial planner based out of Oak Brook, Illinois. Gerald is currently employed by Northwestern Mutual Investment Services, LLC. During their career, the advisor has held roles at Student, Wier Private Practice, Byline Bank, New York Life Insurance Company, Nylife Securities, Fifth Third Securities, Chad Mcquade, Northwestern Mutual Investment Services LLC and Northwestern Mutual Wealth Management Company. Gerald has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Illinois. Northwestern Mutual Investment Services, LLC is a financial advisory firm that has its headquarters in Milwaukee, WI. Northwestern Mutual Investment Services, Llc provides other services. A financial advisor's fee schedules are based on which services are provided. However, fees billed by Northwestern Mutual Investment Services, LLC can consist of some blend of fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwestern Mutual Investment Services, LLC Brokerage Details
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2,125
Investment Advisory Services
- Other
Luke Gerald Work History
Luke has been registered as a financial advisor for 0 years.*
Chad Mcquade
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Fifth Third Securities
New York Life Insurance Company
Nylife Securities
Byline Bank
Wier Private Practice
Student
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Luke Gerald to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Northwestern Mutual Investment Services,LLC
Jackson, WY
Wilbraham, MA
Vernon Hills, IL
Boston, MA
Chesterfield, MO
Vernon Hills, IL
Mishawaka, IN
Nashville, TN
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
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