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Chad W Lahnum

Northwestern Mutual Investment Services, LLC

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About Chad W Lahnum

Chad Lahnum is an active investment advisor representative registered with Northwestern Mutual Investment Services, LLC. Chad has been in the industry since 2004 and holds licenses in multiple states, including Illinois, Tennessee, and Florida. Chad holds the Series 6, 7, and 66 licenses. Chad's primary focus is on providing investment advisory services to individuals and families. Northwestern Mutual Investment Services, LLC offers a range of investment services, including financial planning, portfolio management, and investment research. The firm is committed to providing its clients with personalized investment solutions that are tailored to their specific needs and goals.

Firm Information

Chad Lahnum 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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Chad Lahnum’s Registration & Firm History

TN

05/01/2008 - Present

Northwestern Mutual Investment Services, LLC (KNOXVILLE TN)

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Licenses & Designations

BOTH

Issued 03/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2005

Series 7 - General Securities Representative Examination

BC

Issued 10/08/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad W Lahnum.
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