David
Mesa

Northwestern Mutual Investment Services, LLC

CRD#5872464
Investment Advisor
in De Pere, WI

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About this Advisor

David Mesa is a financial advisor who works out of De Pere, Wisconsin, with a total of 9 years of relevant experience. Mesa is currently employed by Northwestern Mutual Investment Services, LLC. The advisor has gained experience at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Mesa has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Wisconsin. Northwestern Mutual Investment Services, LLC is a registered investment company that has its headquarters in Milwaukee, WI. The company offers other services. A financial advisor's fee schedules are based on which services the firm provides the client. Fee types billed by Northwestern Mutual Investment Services, LLC likely consist of fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Other

Fee Structure

Fixed Fees, Others

Office Location

301 N Broadway Ste 201
De Pere, WI 54115

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,125

WI Average: 43

Investment Advisory Services

  • Other

David Mesa Work History

David has been registered as a financial advisor for 9 years.*

2016 - Present (8 years)

Northwestern Mutual Wealth Management Company

2013 - Present (11 years)

Northwestern Mutual Investment Services, LLC

2011 - Present (13 years)

Northwestern Mutual Life Insurance Company

2015 - 2016 (1 year)

Northwestern Mutual Investment Services LLC

*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 David Mesa 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

Jerome Burton
San Jose, CA
Rhett Driscoll
Atlanta, GA
Petio Neykov
Chicago, IL
Stephen Verwers
Englewood, CO
Seth Rivers
Norwalk, CT
Thomas Powers
Vernon Hills, IL
Ryan Dix
Mishawaka, IN
Sandeep Gupta
Manhattan Beach, CA

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.

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