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Daniel Plantamura

Northwestern Mutual Investment Services, LLC

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About Daniel Plantamura

Daniel Plantamura is an investment advisor representative with Northwestern Mutual Investment Services, LLC, based in Peoria, Illinois. Daniel has been in the industry since 2015 and is registered with the state of Illinois. Daniel has a strong background in finance and has a Series 6, 7, 63, and 65 licenses. Daniel specializes in providing financial planning and investment management services to individuals and families. He has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial advice.

Firm Information

Daniel Plantamura is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

410 Fayette St

PEORIA, IL 61602

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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Daniel Plantamura’s Registration & Firm History

IL

05/15/2019 - Present

Northwestern Mutual Investment Services, LLC (PEORIA IL)

IL

11/13/2018 - 03/19/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMPAIGN IL)

IL

06/25/2018 - 11/06/2018

MML INVESTORS SERVICES, LLC (Peoria IL)

IL

08/19/2015 - 05/09/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHAMPAIGN IL)

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Licenses & Designations

IA

Issued 2/11/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/19/2015

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 Plantamura.
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