Unclaimed
Blaire Lauren Puls is a financial advisor working at Northwestern Mutual Investment Services, LLC. Blaire is registered with the state of Wisconsin and has been in the financial industry since April 2014. Blaire is also registered with the state of Iowa and has been with Northwestern Mutual since January 2013. Prior to her current role, Blaire has also worked with CUNA Brokerage Services, Inc. and CUNA Mutual Group. In addition to being a financial advisor, Blaire is also a track coach. Blaire is a certified Investment Adviser Representative and holds Series 6, 7TO, 26, 63, and 65 licenses.
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
1
2
WI
10/28/2021 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
IA
12/20/2018 - 09/24/2021
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
01/15/2013 - 09/22/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WATERLOO IA)
IA
Issued 05/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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