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Evan Gregg

Northwestern Mutual Investment Services, LLC

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About Evan Gregg

Evan Gregg is a financial advisor currently registered with Northwestern Mutual Investment Services, LLC. Evan is based in Milwaukee, WI and has experience in the financial services industry. Evan holds the Series 63, Series 66 and Series 7TO securities licenses and has previously worked at Thrivent Investment Management Inc. and J.P. Morgan Securities LLC. Evan is also registered in Minnesota as an Investment Advisor Representative.

Firm Information

Evan Gregg 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

720 E Wisconsin Ave

Milwaukee, WI 53202

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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Evan Gregg’s Registration & Firm History

WI

06/27/2024 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

MN

09/20/2022 - 05/15/2023

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

08/05/2021 - 08/29/2022

J.P. MORGAN SECURITIES LLC (Saint Louis Park MN)

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Licenses & Designations

BOTH

Issued 11/17/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 8/20/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/2022

Series 7TO - General Securities Representative Examination

BC

Issued 8/5/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 7/21/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan Gregg.
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