linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Kleytman

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 Daniel? Claim Your Profile

About Daniel Kleytman

Daniel Kleytman is an investment advisor representative with Northwestern Mutual Investment Services, LLC. Daniel has been in the financial services industry for over 5 years. Daniel is licensed to conduct business in Wisconsin. Daniel previously worked at BMO Harris Financial Advisors, Inc. and Northwestern Mutual Investment Services, LLC. Daniel holds Series 6, 7TO, 63 and 65 securities licenses. Daniel also holds the SIE exam certification. Daniel is a graduate of the University of Wisconsin - Madison.

Firm Information

Daniel Kleytman 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Daniel Kleytman’s Registration & Firm History

WI

04/08/2021 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

04/09/2019 - 02/11/2021

BMO HARRIS FINANCIAL ADVISORS, INC. (Milwaukee WI)

WI

01/26/2018 - 04/01/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

Not sure if Daniel Kleytman is right for you?

Licenses & Designations

IA

Issued 10/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/27/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Kleytman.
Not sure if Daniel Kleytman is right for you?