Unclaimed
Brian Kage is a registered investment advisor representative of Northwestern Mutual Investment Services, LLC in Troy, Michigan. Brian has been in the securities industry since February 22, 2011. Brian has passed the Series 7, Series 66, and SIE exams. Brian has been registered with Northwestern Mutual Investment Services, LLC since January 2024. Brian is also registered with the state of Michigan as an investment advisor representative. Brian's previous employment includes Waddell & Reed, Inc., Homebridge Financial, United Wholesale Mortgage and Northwestern Mutual Life Insurance Company.
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
MI
05/22/2024 - Present
Northwestern Mutual Investment Services, LLC (TROY MI)
MI
02/23/2011 - 11/22/2011
WADDELL & REED, INC. (TROY MI)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2024
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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