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David Martin Valcich

Northwestern Mutual Investment Services, LLC

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About David Martin Valcich

David Valcich is a financial advisor registered with Northwestern Mutual Investment Services, LLC. David Valcich is also a registered representative with FINRA and Series 66 licensed in Idaho. David Valcich has been in the financial industry since April 22, 2009. David Valcich's primary office location is with Northwestern Mutual Investment Services, LLC at 1111 W JEFFERSON ST, STE 540, BOISE, ID 83702. David Valcich has been registered with Northwestern Mutual Investment Services, LLC since December 5, 2013. Prior to working at Northwestern Mutual Investment Services, LLC, David Valcich was employed at State Farm VP Management Corp., Citicorp Investment Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

David Valcich 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 Valcich’s Registration & Firm History

ID

12/05/2013 - Present

Northwestern Mutual Investment Services, LLC (BOISE ID)

IL

09/29/2005 - 06/06/2007

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

NY

01/10/2005 - 08/04/2005

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NY

06/21/2002 - 10/04/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/04/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Martin Valcich.
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