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Anthony Paul Ivancich

Northwestern Mutual Investment Services, LLC

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About Anthony Paul Ivancich

Anthony Ivancich is a financial advisor at Northwestern Mutual Investment Services, LLC. Anthony has been in the financial services industry since 2012, and is licensed to provide investment advice in multiple states. He is a registered representative of both Northwestern Mutual Investment Services, LLC and FINRA. Anthony specializes in providing investment advice and financial planning to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals. In addition to his role at Northwestern Mutual, Anthony also owns a rental property in California.

Firm Information

Anthony Ivancich is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

40 Ragsdale Dr Ste 170

Monterey, CA 93940

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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Anthony Ivancich’s Registration & Firm History

CA

03/03/2014 - Present

Northwestern Mutual Investment Services, LLC (Monterey CA)

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Licenses & Designations

IA

Issued 2/27/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 3/19/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/21/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/7/2016

Series 7 - General Securities Representative Examination

BC

Issued 2/27/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Anthony Paul Ivancich.
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