Unclaimed
Bryan Wesley Smith is an investment advisor representative registered with Northwestern Mutual Investment Services, LLC. Bryan Smith has been in the securities industry since June 17, 2007. Bryan Smith is registered with the state of Michigan. Bryan Smith also holds the Series 6, Series 7, Series 63, and Series 65 licenses.
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
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (TROY MI)
IA
Issued 05/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bryan Smith is the right advisor for you? Invested Better is here to help.