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Brian Neal Edelstein

Northwestern Mutual Investment Services, LLC

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About Brian Neal Edelstein

Brian Edelstein is an investment advisor representative at Northwestern Mutual Investment Services, LLC. Brian is licensed to offer investment advice and securities products to individuals and institutions in Ohio, Florida, California, Arizona, Colorado, North Carolina, Rhode Island, Nevada, Georgia, Indiana, Michigan, Minnesota, Connecticut, South Carolina and the District of Columbia. Brian has been in the financial services industry since November 2008, working with Northwestern Mutual and Northwestern Mutual Investment Services, LLC. Brian's firm is a registered investment advisor with the Securities and Exchange Commission. The firm provides investment management, financial planning, and other advisory services to clients.

Firm Information

Brian Edelstein 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 Edelstein’s Registration & Firm History

OH

10/13/2015 - Present

Northwestern Mutual Investment Services, LLC (CLEVELAND OH)

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Licenses & Designations

IA

Issued 10/08/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2009

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 Neal Edelstein.
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