Latricia
Peck

Northwestern Mutual Investment Services, LLC

CRD#5888127
Investment Advisor
in Milwaukee, WI

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Alexander Pohlmann
West Des Moines, IA
Christopher Traycheff
New York, NY
Benjamin Hershey
Mechanicsburg, PA
Ronald Coulson
Leawood, KS
Jennifer Gittens
Onalaska, WI
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started