Unclaimed
Daniel Madsen is a financial advisor with Northwestern Mutual Investment Services, LLC. Daniel has been in the industry since June 5, 1995, and holds licenses to provide financial services in several states, including California, Wisconsin, and New York. Daniel earned his Series 6, 7, and 66 securities licenses. Daniel is also registered as an Investment Advisor Representative in California. In addition to his role at Northwestern Mutual, Daniel has worked for Robert W. Baird & Co. Incorporated and Carter Dean Insurance Services LLC.
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
1
2
CA
03/07/2006 - Present
Northwestern Mutual Investment Services, LLC (Campbell CA)
WI
07/21/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/11/1996 - 12/11/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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