Invested Better
Unclaimed

Unclaimed

Unclaimed

Courtney L Burdick

Northwestern Mutual Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Courtney? Claim Your Profile

About Courtney L Burdick

Courtney Burdick is a registered representative of Northwestern Mutual Investment Services, LLC. Courtney is registered with the state of Kansas and Missouri. Courtney has been in the industry since September 24, 2017. Courtney has passed the following exams: Series 6, Series 7, SIE, and Series 63.

Firm Information

Courtney Burdick 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.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Referral fees

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Courtney Burdick’s Registration & Firm History

KS

09/25/2017 - Present

Northwestern Mutual Investment Services, LLC (LEAWOOD KS)

Not sure if Courtney L Burdick is right for you?

Licenses & Designations

BC

Issued 11/25/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Courtney L Burdick.
Not sure if Courtney L Burdick is right for you?