Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Wheeler is a financial advisor at Northwestern Mutual Investment Services, LLC. Bret is an active member of the financial services industry and has been in the industry since August 1991. Bret has a variety of product licenses and registrations allowing Bret to serve a wide range of client needs. Bret also has experience at other firms, including Robert W. Baird & Co. Incorporated. Bret is currently registered in 28 states and has a Series 63 license, a Series 6 license, and a SIE license.
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
WA
08/09/1991 - Present
Northwestern Mutual Investment Services, LLC (Spokane Valley WA)
WI
10/10/1992 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 08/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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