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Crystal M Walter

Northwestern Mutual Investment Services, LLC

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About Crystal M Walter

Crystal Walter is a financial professional registered with Northwestern Mutual Investment Services, LLC. Crystal has been in the financial services industry since 2017. Crystal holds a variety of licenses and certifications including Series 6, 7TO, 6TO, 63, 66, 9, 10, and 26. Crystal is licensed in 51 states and is currently registered as an investment advisor in Iowa. Crystal's office is located at 401 1st St SE Ste 401 in Cedar Rapids, IA.

Firm Information

Crystal Walter 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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Crystal Walter’s Registration & Firm History

IA

11/25/2020 - Present

Northwestern Mutual Investment Services, LLC (Cedar Rapids IA)

IA

04/28/2017 - 02/20/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Cedar Rapids IA)

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Licenses & Designations

BOTH

Issued 03/28/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/29/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/20/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/03/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/25/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/25/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Crystal M Walter.
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