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Angela Maria Dicastri

Northwestern Mutual Investment Services, LLC

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About Angela Maria Dicastri

Angela Maria Dicastri is a registered representative with Northwestern Mutual Investment Services, LLC. Angela has over 20 years of experience in the financial services industry and holds a Series 6, 7, 24 and 66 licenses. Angela is dedicated to providing personalized financial guidance to her clients, helping them achieve their financial goals. Angela works out of the Middleton office and has previously worked at Morgan Stanley and Northwestern Mutual Investment Services, LLC in Milwaukee.

Firm Information

Angela Dicastri 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 Dicastri’s Registration & Firm History

WI

08/12/2020 - Present

Northwestern Mutual Investment Services, LLC (MIDDLETON WI)

WI

10/13/2017 - 07/07/2020

MORGAN STANLEY (MINOCQUA WI)

WI

12/15/2004 - 06/30/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

09/13/1999 - 10/04/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 01/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/27/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2004

Series 7 - General Securities Representative Examination

BC

Issued 09/10/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Angela Maria Dicastri.
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