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Angela Anne Kjorlien

Northwestern Mutual Investment Services, LLC

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About Angela Anne Kjorlien

Angela Kjorlien is an investment advisor representative with Northwestern Mutual Investment Services, LLC. Angela has been in the financial services industry since 2001 and is registered with FINRA and 33 states. Angela specializes in providing investment research and referrals to other advisors.

Firm Information

Angela Kjorlien is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Angela Kjorlien’s Registration & Firm History

WI

11/07/2023 - Present

Northwestern Mutual Investment Services, LLC (MEQUON WI)

WI

06/01/2009 - 11/14/2013

MORGAN STANLEY (MILWAUKEE WI)

WI

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (MEQUON WI)

WI

10/09/2001 - 04/02/2007

MORGAN STANLEY DW INC. (MEQUON WI)

GA

05/18/1999 - 01/28/2000

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 12/10/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 05/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Anne Kjorlien.
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