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Curt Joel Deleske

Northwestern Mutual Investment Services, LLC

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About Curt Joel Deleske

Curt Deleske is a financial advisor in Marshfield, WI. Curt has been in the industry since 1999 and is currently registered with Northwestern Mutual Investment Services, LLC. Curt has experience in various areas of financial advising, including investment management, insurance, and retirement planning. Curt also holds a Series 6, 7, 24, and 66 license. Curt is dedicated to helping clients achieve their financial goals.

Firm Information

Curt Deleske 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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Curt Deleske’s Registration & Firm History

WI

05/17/2014 - Present

Northwestern Mutual Investment Services, LLC (MARSHFIELD WI)

WI

07/12/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 05/15/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2008

Series 7 - General Securities Representative Examination

BC

Issued 10/27/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curt Joel Deleske.
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