Unclaimed
Charles L. Kehr is a financial advisor with Northwestern Mutual Investment Services, LLC. Charles has been in the industry since 2009 and holds both Series 6 and Series 7 licenses as well as the Series 63 state license. Charles is also a registered representative in Iowa. Northwestern Mutual Investment Services, LLC is a financial services firm headquartered in Milwaukee, Wisconsin. The firm provides a variety of financial services, including investment management, financial planning, and insurance.
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
IA
09/21/2015 - Present
Northwestern Mutual Investment Services, LLC (Ankeny IA)
IA
11/24/2008 - 06/16/2015
VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)
BC
Issued 03/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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