Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Kirk is a financial advisor with Northwestern Mutual Investment Services, LLC. Donald has been in the industry since 1986 and is registered in 21 states. He is a Series 6, 7, 26, 63, and 66 licensed advisor and has also passed the SIE exam. Donald was previously an advisor with ROBERT W. BAIRD & CO. INCORPORATED. Donald Kirk has a long and distinguished career in the financial industry, and is committed to providing his clients with the highest level of service.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
IL
04/29/1986 - Present
Northwestern Mutual Investment Services, LLC (PITTSFIELD IL)
WI
09/17/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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