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Bryson Kyle Bard

Northwestern Mutual Investment Services, LLC

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About Bryson Kyle Bard

Bryson Kyle Bard is a financial advisor associated with Northwestern Mutual Investment Services, LLC, based in Tallahassee, Florida. Bryson has been in the securities industry since May 2012. Bryson is registered with the Financial Industry Regulatory Authority (FINRA) and the State of Florida. Bryson holds Series 6, 7, 63, and 65 licenses. In addition, Bryson is registered to conduct business in 24 states. Bryson has a history of working with individuals, banking or thrift institutions, and other investment advisors. Bryson may earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products. Bryson is also a 50% owner of Bard and Renn Investments LLC and TNA Partners LLC.

Firm Information

Bryson Bard is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

2039 CENTRE POINTE BLVD

TALLAHASSEE, FL 32308

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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Bryson Bard’s Registration & Firm History

FL

01/08/2015 - Present

Northwestern Mutual Investment Services, LLC (TALLAHASSEE FL)

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Licenses & Designations

IA

Issued 12/2/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 6/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/22/2015

Series 7 - General Securities Representative Examination

BC

Issued 5/8/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryson Kyle Bard.
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