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Cheri Lynn Demoss

Northwestern Mutual Investment Services, LLC

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About Cheri Lynn Demoss

Cheri Lynn Demoss is a financial advisor with Northwestern Mutual Investment Services, LLC. Cheri is a registered representative in Iowa and has been in the financial services industry since 2000. Cheri's career has spanned multiple firms including Sammons Securities Company, LLC, Directed Services, Inc., and Locust Street Securities, Inc. Cheri holds the Series 6 and Series 63 securities licenses. She also has the Series SIE certification, which is a requirement for all new financial advisors. Cheri's primary office is in West Des Moines, Iowa, and is located at 1245 Jordan Creek Pkwy, Suite 200, West Des Moines, Iowa 50266.

Firm Information

Cheri Demoss 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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Cheri Demoss’s Registration & Firm History

IA

01/01/2014 - Present

Northwestern Mutual Investment Services, LLC (W Des Moines IA)

IA

05/28/2009 - 12/31/2010

SAMMONS SECURITIES COMPANY, LLC (WEST DES MOINES IA)

IA

01/21/2005 - 06/25/2007

SAMMONS SECURITIES COMPANY, LLC (WEST DES MOINES IA)

PA

07/27/2000 - 01/18/2002

DIRECTED SERVICES, INC. (WEST CHESTER PA)

IA

03/20/1996 - 07/17/2000

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BC

Issued 04/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cheri Lynn Demoss.
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