Joseph
Montgomery

Northwestern Mutual Investment Services, LLC

CRD#6362991
Investment Advisor
in Seattle, WA

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About this Advisor

Joseph Montgomery is a financial advisor based in Seattle, Washington, working with Northwestern Mutual Investment Services, LLC. Joseph has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, and Major League Rugby: Seattle Seawolves. Joseph has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Washington. Currently, Joseph is part of Northwestern Mutual Investment Services, LLC, which operates out of Seattle, Washington. 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 65, Series 63

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

601 Union St Ste 2500
Seattle, WA 98101

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,537

WA Average: 43

Investment Advisory Services

  • Other

Joseph Montgomery Work History

2020 - Present (4 years)

Major League Rugby: Seattle Seawolves

2016 - Present (8 years)

Northwestern Mutual Wealth Management Company

2014 - Present (10 years)

Northwestern Mutual Life Insurance Company

2014 - Present (10 years)

Northwestern Mutual Investment Services LLC

2015 - 2016 (1 year)

Northwestern Mutual Investment Services, LLC

Disclosures

Please visit the SEC profile of Joseph Montgomery 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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