John
Woerfel

Northwestern Mutual Investment Services, LLC

CRD#5368118
Investment Advisor
in De Pere, WI

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About this Advisor

John Woerfel is a financial advisor based in De Pere, Wisconsin, working with Northwestern Mutual Investment Services, LLC. John has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Jack Island Charters, LLC, and Northwestern Mutual Wealth Management Company. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, John is part of Northwestern Mutual Investment Services, LLC, which operates out of De Pere, Wisconsin. 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 65

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

2,537

WI Average: 43

Investment Advisory Services

  • Other

John Woerfel Work History

2016 - Present (8 years)

Northwestern Mutual Wealth Management Company

2011 - Present (13 years)

Jack Island Charters, LLC

2008 - Present (16 years)

Northwestern Mutual Investment Services, LLC

2007 - Present (17 years)

Northwestern Mutual Life Insurance Company

2013 - 2016 (3 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Please visit the SEC profile of John Woerfel 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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