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David Martin Valcich

Northwestern Mutual Investment Services, LLC

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About David Martin Valcich

David Valcich is a registered investment advisor with Northwestern Mutual Investment Services, LLC. David has been in the industry since April 22, 2009. David is currently registered with the state of Idaho. David previously worked at State Farm VP Management Corp., CitiCorp Investment Services, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination.

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 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

1111 W JEFFERSON ST

BOISE, ID 83702

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 12/4/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/8/2013

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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