Nancy
Kelly

Northwestern Mutual Investment Services, LLC

CRD#2999603
Investment Advisor
in Portland, OR
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About this Advisor

Nancy Kelly is a chartered financial consultant who works in Portland, Oregon, who has been in the advisory business for 17 years. Kelly currently works for Northwestern Mutual Investment Services, LLC. Their career trajectory has included roles at Northestern Mutual Investment Services, LLC, Northwestern Mutual Investment Services, LLC, The Northwestern Mutual Life Insurance Company and Northwestern Mutual Wealth Management Company. Kelly has a Series 63 license, certifying them as a securities representative, and can work in Oregon. Northwestern Mutual Investment Services, LLC is a firm based out of Portland, Oregon. The advisory firm offers a set of services, including selection of other advisers and other services. Fees charged by financial advisors vary depending on which service is offered. Fees charged by Northwestern Mutual Investment Services, LLC likely include any combination of fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

17 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

200 Sw Market St Ste 1600
Portland, OR 97201

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

1,597

OR Average: 43

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Investment Advisory Services

  • Other

Nancy Kelly Work History

Nancy has 17 years of experience.

2016 - Present (3 years)

Northwestern Mutual Wealth Management Company

2015 - 2016 (1 years)

Northestern Mutual Investment Services, LLC

2002 - Present (17 years)

Northwestern Mutual Investment Services, LLC

2001 - Present (18 years)

The Northwestern Mutual Life Insurance Company

Disclosures

Nancy Kelly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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