Latricia
Peck

Northwestern Mutual Investment Services, LLC

CRD#5888127
Investment Advisor
in Milwaukee, WI

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About this Advisor

Latricia Peck is a financial advisor based in Milwaukee, Wisconsin, working with Northwestern Mutual Investment Services, LLC. Latricia has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Compass Bank, Bbva Compass Insurance Agency Inc, Bbva Securities Inc, Charles Schwab And Co, Inc, First Command Financial Planning, Inc, Allstate, Tiaa, Bbva Wealth Solutions Inc, In Time Communications, LLC, Key Investment Services, In Titled Properties, LLC, World Financial Group, Inc, Transamerica Financial Advisors, Inc, Amazon, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and Adecco. Latricia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Latricia is part of Northwestern Mutual Investment Services, LLC, which operates out of Milwaukee, 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

720 E Wisconsin Ave
Milwaukee, WI 53202

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

2,537

WI Average: 43

Investment Advisory Services

  • Other

Latricia Peck Work History

2022 - Present (2 years)

Northwestern Mutual Investment Services LLC

2022 - Present (2 years)

Northwestern Mutual Life Insurance Company

2022 - Present (2 years)

Adecco

2021 - Present (3 years)

Amazon

2020 - Present (4 years)

In Titled Properties, LLC

2019 - Present (5 years)

In Time Communications, LLC

2021 - 2022 (1 year)

World Financial Group, Inc

2021 - 2022 (1 year)

Transamerica Financial Advisors, Inc

2020 - 2021 (1 year)

Key Investment Services

2019 - 2020 (1 year)

Compass Bank

2019 - 2020 (1 year)

Bbva Compass Insurance Agency Inc

2019 - 2020 (1 year)

Bbva Securities Inc

2019 - 2020 (1 year)

Bbva Wealth Solutions Inc

2019 - 2019 (< 1 year)

In Time Communications, LLC

2018 - 2019 (1 year)

Charles Schwab And Co, Inc

2017 - 2018 (1 year)

First Command Financial Planning, Inc

2015 - 2017 (2 years)

Allstate

2013 - 2015 (2 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2015 (2 years)

Tiaa

Disclosures

Please visit the SEC profile of Latricia Peck 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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