Patrick
Louis

Northwestern Mutual Investment Services, LLC

CRD#6890454
Investment Advisor
in Cincinnati, OH

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About this Advisor

Patrick Louis is a financial advisor based in Cincinnati, Ohio, working with Northwestern Mutual Investment Services, LLC. Patrick has previously held positions at Fort Thomas Recreation Center, Fidelity Investments, Student, Brent Shaw, David Shuley, A Stevens, Northwestern Mutual Investment Services LLC, Geoff Stevens, Northwestern Mutual Wealth Management Company, and T.J. Maxx. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio. Currently, Patrick is part of Northwestern Mutual Investment Services, LLC, which operates out of Cincinnati, Ohio. The firm has 2,537 employees and offers various services. The fee structure at Northwestern Mutual Investment Services, LLC includes fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

3805 Edwards Road Suite 200
Cincinnati, OH 45209

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,537

OH Average: 43

Investment Advisory Services

  • Other

Patrick Louis Work History

2022 - Present (2 years)

David Shuley

2022 - Present (2 years)

Brent Shaw

2022 - Present (2 years)

A Stevens

2022 - Present (2 years)

Northwestern Mutual Investment Services LLC

2022 - Present (2 years)

Northwestern Mutual Wealth Management Company

2022 - 2022 (< 1 year)

Brent Shaw

2019 - 2019 (< 1 year)

Fort Thomas Recreation Center

2019 - 2022 (3 years)

Fidelity Investments

2017 - 2019 (2 years)

Geoff Stevens

2015 - 2019 (4 years)

Student

2014 - 2015 (1 year)

T.J. Maxx

2011 - 2015 (4 years)

Student

Disclosures

Please visit the SEC profile of Patrick Louis 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

Stephanie Watson
New York, NY
Benjamin Hershey
Mechanicsburg, PA
Spencer Croft
Reston, VA
Ronald Coulson
Leawood, KS
Reem Rawashdeh
Omaha, NE
Drew Snodgrass
Springfield, IL
William Vincent
Peachtree Corners, GA

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.

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