Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Neal Bollman is a registered representative with Northwestern Mutual Investment Services, LLC, a firm based in Milwaukee, WI. Brian is a financial professional with over 19 years of experience in the industry. Brian earned his Series 6, 63, and 65 securities licenses and the SIE exam. Brian can provide investment advice to individuals, including high-net-worth individuals, as well as banking and thrift institutions. Brian's firm can also provide investment research and referrals to other advisers.
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
IL
05/11/2007 - Present
Northwestern Mutual Investment Services, LLC (CHAMPAIGN IL)
BC
Issued 05/09/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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