Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Kuhlman is a financial advisor with Northwestern Mutual Investment Services, LLC. Chase has been in the industry for over 5 years and is registered in South Dakota. Chase holds the Series 6, Series 7, and Series 63 licenses.
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
SD
03/18/2024 - Present
Northwestern Mutual Investment Services, LLC (MITCHELL SD)
SD
09/11/2017 - 12/21/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MITCHELL SD)
BC
Issued 04/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/16/2024
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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