Unclaimed
Brian Wernert is a financial professional with Northwestern Mutual Investment Services, LLC, a leading provider of financial services. Brian has been in the industry since 2020 and has a broad range of experience serving individuals and families. Brian holds the Series 6TO, SIE and Series 63 licenses. Brian currently serves clients from the firm's Las Vegas, Nevada office. Brian's goal is to help clients achieve their financial goals through personalized advice and strategies.
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
NV
01/05/2022 - Present
Northwestern Mutual Investment Services, LLC (Las Vegas NV)
ND
07/07/2020 - 04/12/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND FORKS ND)
BC
Issued 08/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brian Wernert is the right advisor for you? Invested Better is here to help.