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David Adam Pankake

Northwestern Mutual Investment Services, LLC

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About David Adam Pankake

David Pankake is a financial professional with over 13 years of experience in the industry. He is currently a Registered Representative and Investment Advisor Representative with Northwestern Mutual Investment Services, LLC, where he has been employed since 2010. David holds multiple securities licenses, including Series 6, 7, 63, and 65. His licenses allow him to provide a wide range of financial products and services to individuals, families, and businesses. He is also registered in numerous states, including Tennessee, Alabama, Alaska, and Arkansas. In addition to his work with Northwestern Mutual Investment Services, LLC, David is also licensed to sell non-variable insurance products. He is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

David Pankake 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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David Pankake’s Registration & Firm History

TN

01/26/2011 - Present

Northwestern Mutual Investment Services, LLC (FRANKLIN TN)

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Licenses & Designations

IA

Issued 01/25/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/02/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/12/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Adam Pankake.
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