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David Brian Bonifas

Northwestern Mutual Investment Services, LLC

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About David Brian Bonifas

David Brian Bonifas is a financial professional with over 30 years of experience in the industry. David is currently registered with Northwestern Mutual Investment Services, LLC and holds a Series 6, 7, 63 and 66 licenses. David has been registered with Northwestern Mutual Investment Services, LLC since August 2006. David has previously been registered with Robert W. Baird & Co. Incorporated from July 1996 to January 2002. David holds the designation of Chartered Financial Consultant. David is licensed to provide securities and advisory services in 27 states. David specializes in providing investment advice and financial planning services to individuals, families, and businesses. David also specializes in selling portfolio-based insurance products. David is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

David Bonifas 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 Bonifas’s Registration & Firm History

OH

08/18/2006 - Present

Northwestern Mutual Investment Services, LLC (CLEVELAND OH)

WI

07/01/1996 - 01/01/2002

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

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Licenses & Designations

BOTH

Issued 09/29/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/08/1987

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 Brian Bonifas.
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