Daniel
Zak
Northwestern Mutual Investment Services, LLC
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About this Advisor
Daniel Zak is a certified financial planner operating in Appleton, Wisconsin, with 4 years of industry experience. Zak works at Northwestern Mutual Investment Services, LLC. Their career trajectory has included roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Graetz Mfg, Lena Swamp Archery, Uw Stevens Point Foundation, The Ski Hut Marine, University Of Wisconsin Stevens Point and Northwestern Mutual Wealth Management Company. Zak holds a Series 63 license, qualifying them as a securities broker, and can operate in Wisconsin. Northwestern Mutual Investment Services, LLC is a financial advisory company operating out of Milwaukee, WI. The firm offers other services. Financial management fees typically vary depending on which service is offered. Fee types billed by Northwestern Mutual Investment Services, LLC likely consist of fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwestern Mutual Investment Services, LLC Brokerage Details
2,125
Investment Advisory Services
- Other
Daniel Zak Work History
Daniel has been registered as a financial advisor for 4 years.*
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Lena Swamp Archery
Uw Stevens Point Foundation
University Of Wisconsin Stevens Point
The Ski Hut Marine
Graetz Mfg
*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 Zak 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
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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.
