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David Snyder

Northwestern Mutual Investment Services, LLC

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About David Snyder

David Snyder is a financial professional with over 20 years of experience in the financial services industry. David is a Registered Representative of Northwestern Mutual Investment Services, LLC. David is licensed in multiple states including Arizona, California, Colorado, Florida, Illinois, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, South Carolina, South Dakota, Texas, and Wisconsin. David has passed the Series 6, Series 7, Series 26, and Series 63 exams. David holds the Chartered Financial Consultant designation. David has a history of working with individuals and banking or thrift institutions.

Firm Information

David Snyder 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

9300 UNDERWOOD AVENUE

OMAHA, NE 68114

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 Snyder’s Registration & Firm History

NE

11/18/2013 - Present

Northwestern Mutual Investment Services, LLC (OMAHA NE)

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Licenses & Designations

BC

Issued 3/14/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 9/20/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/29/2012

Series 7 - General Securities Representative Examination

BC

Issued 2/10/2003

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 Snyder.
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