linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Cassandra Lenee Martin

Northwestern Mutual Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Cassandra? Claim Your Profile

About Cassandra Lenee Martin

Cassandra Martin is a registered representative with Northwestern Mutual Investment Services, LLC. Cassandra has been in the industry for over 10 years and holds the Series 66 license. Cassandra provides investment research, referrals to other advisors, and other services to her clients. Cassandra has experience with Wells Fargo Advisors, Capitol Family Office and Ashley Russo. Cassandra works in the San Diego, CA office of Northwestern Mutual Investment Services, LLC.

Firm Information

Cassandra Martin 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.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Referral fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Cassandra Martin’s Registration & Firm History

CA

09/23/2024 - Present

Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)

Not sure if Cassandra Lenee Martin is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cassandra Lenee Martin.
Not sure if Cassandra Lenee Martin is right for you?