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Bridget Kaskela Moreno

Northwestern Mutual Investment Services, LLC

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About Bridget Kaskela Moreno

Bridget Moreno has been in the financial industry since 2009. Bridget has extensive experience in the financial services industry, holding various positions at leading firms. Most recently, Bridget worked at LPL Financial, LLC and Equity Services, Inc. Bridget is currently an investment advisor representative at Northwestern Mutual Investment Services, LLC.

Firm Information

Bridget Moreno 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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Bridget Moreno’s Registration & Firm History

WI

12/01/2022 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

SC

08/30/2021 - 07/19/2022

LPL FINANCIAL LLC (FORT MILL SC)

VT

12/20/2019 - 06/18/2021

EQUITY SERVICES, INC. (MONTPELIER VT)

PA

07/20/2012 - 08/21/2019

WELLS FARGO CLEARING SERVICES, LLC (BERWYN PA)

AZ

01/30/2008 - 07/29/2011

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 10/22/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2013

Series 7 - General Securities Representative Examination

BC

Issued 01/29/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bridget Kaskela Moreno.
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