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Benjamin Neilson Moen

Northwestern Mutual Investment Services, LLC

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About Benjamin Neilson Moen

Benjamin Neilson Moen has been in the financial industry since August 3, 2001. Benjamin is currently registered with Northwestern Mutual Investment Services, LLC in Milwaukee, Wisconsin. Benjamin has previously been registered with Strong Investments, Inc. and American Express Financial Advisors Inc. Benjamin has passed the Series 66, SIE and Series 7 exams. Benjamin holds licenses in Wisconsin.

Firm Information

Benjamin Moen 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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Benjamin Moen’s Registration & Firm History

WI

08/06/2003 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

10/31/2001 - 07/14/2003

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

MN

07/13/2001 - 11/16/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/13/2001 - 11/16/2001

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/26/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Neilson Moen.
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