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Casey Dean Wright

Northwestern Mutual Investment Services, LLC

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About Casey Dean Wright

Casey Dean Wright is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Casey Wright has been in the securities industry for 22 years. Casey Wright is registered with the state of Texas as an investment advisor representative and a broker. Casey Wright is also registered with the state of Texas as a broker. Casey Wright has passed the Series 6, 7, 26 and 66 exams. Casey Wright is also a Registered Principal with Series 26. Casey Wright has worked with Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company.

Firm Information

Casey Wright 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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Casey Wright’s Registration & Firm History

TX

06/14/2010 - Present

Northwestern Mutual Investment Services, LLC (College Sta TX)

WI

02/20/2001 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 05/27/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/08/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2006

Series 7 - General Securities Representative Examination

BC

Issued 08/21/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Casey Dean Wright.
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