Chad
Copley

Northwestern Mutual Investment Services, LLC

CRD#4846414
Investment Advisor
in Ames, IA
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About this Advisor

Chad Copley is a financial advisor working out of Ames, Iowa, who has 14 years of experience as a financial advisor. Copley works at Northwestern Mutual Investment Services, LLC. The advisor has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Copley holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Iowa. Northwestern Mutual Investment Services, LLC is a registered investment company headquartered in Ames, Iowa. Northwestern Mutual Investment Services, LLC provides a set of services, such as selection of other advisers and other services. Financial management fee schedules usually vary depending on which services the firm provides the client. However, fees charged by Northwestern Mutual Investment Services, LLC can include fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

14 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

2321 North Loop Dr Ste 210
Ames, IA 50010

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

1,597

IA Average: 43

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Investment Advisory Services

  • Other

Chad Copley Work History

Chad has 14 years of experience.

2016 - Present (3 years)

Northwestern Mutual Wealth Management Company

2004 - Present (15 years)

Northwestern Mutual Life Insurance Company

2004 - Present (15 years)

Northwestern Mutual Investment Services, LLC

2012 - 2016 (4 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Chad Copley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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