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Brian Daniel Schellinger

Northwestern Mutual Investment Services, LLC

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About Brian Daniel Schellinger

Brian Daniel Schellinger is an investment advisor representative registered with Northwestern Mutual Investment Services, LLC. Brian has been in the industry since September 2, 1998. Brian's primary office is located in Germantown, WI. Brian has been registered with Northwestern Mutual Investment Services, LLC since January 6, 2024. Brian has held previous registrations with Robert W. Baird & Co. Incorporated. Brian is currently registered in Wisconsin as a registered investment advisor representative. Brian's credentials include passing the Series 6, Series 7, Series 63, and Series 66 exams. Brian also passed the Securities Industry Essentials Examination (SIE) in 2018. Brian also holds a license to sell non-variable life, health, annuity and/or disability income insurance products.

Firm Information

Brian Schellinger 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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Brian Schellinger’s Registration & Firm History

WI

01/06/2024 - Present

Northwestern Mutual Investment Services, LLC (GERMANTOWN WI)

WI

04/24/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 03/16/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/12/2006

Series 7 - General Securities Representative Examination

BC

Issued 09/02/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Daniel Schellinger.
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