Unclaimed
Ann Younk is a financial professional with over 25 years of experience in the industry. Ann is currently registered with Northwestern Mutual Investment Services, LLC. Ann has previously been registered with ROBERT W. BAIRD & CO. INCORPORATED. Ann holds Series 6, SIE and Series 63 licenses. Ann is also a Chartered Financial Consultant. Ann has held positions at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, and Northwestern Mutual Wealth Management Company. Ann has offices in Saginaw, Michigan, Milwaukee, Wisconsin and is registered to conduct business in several states.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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2
MI
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (Saginaw MI)
WI
04/25/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 08/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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