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Daryl Francis Zerveskes

Northwestern Mutual Investment Services, LLC

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About Daryl Francis Zerveskes

Daryl Zerveskes is a financial professional with over 20 years of experience in the industry. Daryl is registered with Northwestern Mutual Investment Services, LLC and has been with the firm since May 2015. Prior to joining Northwestern Mutual Investment Services, LLC, Daryl worked at ROBERT W. BAIRD & CO. INCORPORATED. Daryl has a Series 7, 6, 63 and 66 licenses and a SIE designation. Daryl holds a bachelor’s degree in finance and a Master’s degree in Business Administration. Daryl is committed to providing clients with personalized financial advice and guidance. Daryl's experience includes investment planning, retirement planning, college savings planning, and estate planning. Daryl also offers a variety of insurance products, including life insurance, health insurance, disability income insurance, and long-term care insurance.

Firm Information

Daryl Zerveskes 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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Daryl Zerveskes’s Registration & Firm History

NH

05/21/2015 - Present

Northwestern Mutual Investment Services, LLC (Canterbury NH)

WI

01/03/2001 - 01/01/2002

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

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Licenses & Designations

BOTH

Issued 05/19/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2006

Series 7 - General Securities Representative Examination

BC

Issued 01/02/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daryl Francis Zerveskes.
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