Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Robert Wentzel is a financial professional registered with Northwestern Mutual Investment Services, LLC. Cole is located in Minneapolis, Minnesota and has been in the industry for a little over a year. Cole Robert Wentzel has Series 63, Series 6TO and SIE licenses and is registered with the states of Colorado, Iowa, Maine, Minnesota, North Carolina, North Dakota, Virginia and Wyoming.
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
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2
MN
06/27/2024 - Present
Northwestern Mutual Investment Services, LLC (MINNEAPOLIS MN)
MN
04/28/2023 - 01/05/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MINNEAPOLIS MN)
BC
Issued 07/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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