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Gary James Kerchner

Northwestern Mutual Investment Services, LLC

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About Gary James Kerchner

Gary Kerchner is a financial advisor at Northwestern Mutual Investment Services, LLC. Gary has over 30 years of experience in the financial services industry. Gary is registered to provide financial advice in the state of California. Gary is also licensed to sell securities through Northwestern Mutual Investment Services, LLC. Gary has experience working with various financial products, including investment companies, variable contracts and direct participation programs.

Firm Information

Gary Kerchner 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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Gary Kerchner’s Registration & Firm History

CA

01/04/1991 - Present

Northwestern Mutual Investment Services, LLC (Campbell CA)

WI

11/10/1994 - 01/01/2002

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

CA

12/09/1988 - 12/24/1990

PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)

NA

11/03/1988 - 12/17/1988

INTEGRATED RESOURCES EQUITY CORPORATION

CA

04/01/1988 - 11/03/1988

CHRISTOPHER WEIL & COMPANY, INC (GLENDALE CA)

NA

03/04/1987 - 04/04/1988

JUDY & ROBINSON SECURITIES, INC

NA

04/17/1984 - 03/24/1987

EPIC SECURITIES COMPANY

NA

08/12/1983 - 08/03/1984

NML EQUITY SERVICES, INC.

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Licenses & Designations

BC

Issued 02/01/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 08/11/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary James Kerchner.
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