Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik William Zipp is a financial advisor with Northwestern Mutual Investment Services, LLC. Erik has been in the financial industry since 2006 and has a Series 66, 24, and 7 license. Erik is a member of the board of directors of the Betty Brinn Children's Museum and is the president and registered agent of McKinley Mixed Inc. Erik's past experience includes roles at U.S. BANCORP INVESTMENTS, INC. and THRIVENT INVESTMENT MANAGEMENT INC.
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
WI
01/21/2025 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
07/15/2014 - 02/26/2020
U.S. BANCORP INVESTMENTS, INC. (MILWAUKEE WI)
WI
03/06/2006 - 05/30/2014
THRIVENT INVESTMENT MANAGEMENT INC. (ELM GROVE WI)
BOTH
Issued 03/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Erik Zipp is the right advisor for you? Invested Better is here to help.
