Daniel
Tobik

Northwestern Mutual Investment Services, LLC

CRD#6408018
Investment Advisor
in Saint Louis, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Tobik is a financial advisor working out of Saint Louis, Missouri who has 2 years of industry experience. Tobik is currently employed by Northwestern Mutual Investment Services, LLC. The advisor has gained experience at Wells Fargo Clearing Services LLC, On The Level Landscaping, Jeff Crisel Enterprises, Apex Systems, Joilet Slammers, Ottawa Champions, Los Angeles Angels Of Anaheim, Morgan Stanley, St. Louis Training Academy, University Of Tennessee At Martin, Kforce Staffing, William Jacob Cohn, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Tobik maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Missouri. Northwestern Mutual Investment Services, LLC is a business based out of Milwaukee, WI. Northwestern Mutual Investment Services, Llc offers other services. Financial advisory fees largely depend on the financial services offered. However, fees billed by Northwestern Mutual Investment Services, LLC most likely consist of fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

1115 Locust Street Ste 300
Saint Louis, MO 63101

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,125

MO Average: 43

Investment Advisory Services

  • Other

Daniel Tobik Work History

Daniel has been registered as a financial advisor for 2 years.*

2022 - Present (2 years)

William Jacob Cohn

2021 - Present (3 years)

Northwestern Mutual Investment Services, LLC

2021 - Present (3 years)

Northwestern Mutual Wealth Management Company

2020 - 2022 (2 years)

William Jacob Cohn

2017 - 2020 (3 years)

Wells Fargo Clearing Services LLC

2016 - 2016 (< 1 year)

On The Level Landscaping

2016 - 2016 (< 1 year)

Jeff Crisel Enterprises

2016 - 2017 (1 year)

Kforce Staffing

2015 - 2016 (1 year)

Apex Systems

2015 - 2015 (< 1 year)

Joilet Slammers

2015 - 2015 (< 1 year)

Ottawa Champions

2014 - 2015 (1 year)

Morgan Stanley

2013 - 2015 (2 years)

Los Angeles Angels Of Anaheim

2013 - 2014 (1 year)

St. Louis Training Academy

2009 - 2013 (4 years)

University Of Tennessee At Martin

*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 Daniel Tobik 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

Timothy Mindel
Albany, NY
Seth Rivers
Norwalk, CT
Petio Neykov
Chicago, IL
Sandeep Gupta
Manhattan Beach, CA
Christopher Preston
Vernon Hills, IL
Thomas Powers
Vernon Hills, IL
Garrick Legault
Wilbraham, MA
Justin Mccall
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.

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started