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Dylan Allred

Northwestern Mutual Investment Services, LLC

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About Dylan Allred

Dylan Allred is a registered representative with Northwestern Mutual Investment Services, LLC. Dylan has been in the financial services industry since 2018. Dylan is licensed to provide securities and investment advisory services in Alabama, California, Colorado, Florida, Georgia, Maryland, and Texas. Dylan previously worked with Fidelity Brokerage Services LLC, Navy Federal Brokerage Services, LLC and Vanguard Marketing Corporation.

Firm Information

Dylan Allred 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

108 PALAFOX PL

PENSACOLA, FL 32502

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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Dylan Allred’s Registration & Firm History

FL

02/01/2023 - Present

Northwestern Mutual Investment Services, LLC (PENSACOLA FL)

FL

10/07/2021 - 09/23/2022

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

FL

09/20/2018 - 08/09/2021

NAVY FEDERAL BROKERAGE SERVICES, LLC (PENSACOLA FL)

NC

07/03/2017 - 08/31/2018

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 1/22/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/3/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dylan Allred.
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