Unclaimed
Evan Kobes is a registered representative with Northwestern Mutual Investment Services, LLC. Evan is licensed to offer investment advice in Michigan and Wisconsin. Evan has been in the financial services industry since 2010. Evan has worked at Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Wealth Management Company. Evan has passed the Series 7, Series 9, Series 10, Series 66 and SIE exams. Evan has a history of working with individuals.
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
11/10/2020 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
MI
09/21/2010 - 09/27/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)
BOTH
Issued 01/31/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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