Paul
Soener

Northwestern Mutual Investment Services, LLC

CRD#5703952
Investment Advisor
in West Des Moines, IA

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About this Advisor

Paul Soener is a financial advisor who works in West Des Moines, Iowa who has 11 years of relevant experience. Soener is currently employed by Northwestern Mutual Investment Services, LLC. Throughout their career, Soener has worked at Kurt Bogseth, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Company, Jeff Byrn and Andrew Puhrmann. Soener holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Iowa. Northwestern Mutual Investment Services, LLC is a company that has its headquarters in Milwaukee, WI. Northwestern Mutual Investment Services, Llc provides other services. Fees charged by financial advisors largely are based on the type of services provided. However, fees charged by Northwestern Mutual Investment Services, LLC most likely consist of some combination of fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

1245 Jordan Creek Pkwy Suite 200
West Des Moines, IA 50266

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,125

IA Average: 43

Investment Advisory Services

  • Other

Paul Soener Work History

Paul has been registered as a financial advisor for 11 years.*

2021 - Present (3 years)

Jeff Byrn

2021 - Present (3 years)

Northwestern Mutual Wealth Management Company

2021 - Present (3 years)

Andrew Puhrmann

2012 - Present (12 years)

Northwestern Mutual Investment Services, LLC

2016 - 2021 (5 years)

Northwestern Mutual Wealth Management Company

2014 - 2021 (7 years)

Northwestern Mutual Life Insurance Company

2014 - 2016 (2 years)

Northwestern Mutual Investment Services, LLC

2013 - 2021 (8 years)

Northwestern Mutual Wealth Management Company

2012 - 2014 (2 years)

Kurt Bogseth

*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 Paul Soener 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

Petio Neykov
Chicago, IL
Timothy Mindel
Albany, NY
Garrick Legault
Wilbraham, MA
Dawn Hansen
Chesterfield, MO
Ryan Dix
Mishawaka, IN
Thomas Powers
Vernon Hills, IL
Christopher Brennan
Boston, MA
Jenny Charles
Jackson, WY

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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