Unclaimed
Brian Wickstrom is a financial professional with over 28 years of experience in the industry. Brian is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since March 1995. Brian has also been registered with Robert W. Baird & Co. Incorporated. Brian is licensed to conduct business in Iowa, Missouri, Nebraska, New Mexico, South Dakota, and Texas. Brian has a Series 6, Series 63, and SIE license. Brian has a strong track record of helping clients achieve their financial goals. Northwestern Mutual Investment Services, LLC is a registered investment advisor that provides a variety of financial services, including investment management, financial planning, and insurance.
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
NE
03/23/1995 - Present
Northwestern Mutual Investment Services, LLC (OMAHA NE)
WI
06/13/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Wickstrom is the right advisor for you? Invested Better is here to help.