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Fredrick Snyder Wilkerson

Northwestern Mutual Investment Services, LLC

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About Fredrick Snyder Wilkerson

Fredrick Snyder Wilkerson is a financial advisor who has been working in the industry since 1986. Fredrick is currently registered with Northwestern Mutual Investment Services, LLC and is licensed to sell securities in several states, including California, Georgia, Missouri, North Carolina, South Carolina, Virginia and West Virginia. Fredrick has also held previous positions with Robert W. Baird & Co. Incorporated. Fredrick has earned licenses for the Series 6, 7, 63 and 65 exams. In addition to his financial advising services Fredrick provides investment research, referrals to other advisors and other investment services.

Firm Information

Fredrick Wilkerson is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

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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Fredrick Wilkerson’s Registration & Firm History

NC

08/18/1986 - Present

Northwestern Mutual Investment Services, LLC (CHARLOTTE NC)

WI

02/26/1990 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/24/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

BC

Issued 08/15/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fredrick Snyder Wilkerson.
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