Unclaimed
Donley Degroot is an investment advisor representative at Northwestern Mutual Investment Services, LLC with over 30 years of experience in the financial services industry. Donley is registered with the state of Michigan, and holds Series 6, 22, 63 and 65 licenses. In addition to his role at Northwestern Mutual Investment Services, LLC, Donley is also the president of the Traffic Squad and Community Action Fund Inc. and serves as the Administrative Board President for Wallinwood Condominium Association. He is also a 5% owner of De Groot Associates.
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
MI
01/29/2010 - Present
Northwestern Mutual Investment Services, LLC (GRAND RAPIDS MI)
WI
02/11/1987 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/1987
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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