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Grant David Coldwell

Northwestern Mutual Investment Services, LLC

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About Grant David Coldwell

Grant Coldwell is a financial professional with over 23 years of experience in the industry. Grant is currently registered with Northwestern Mutual Investment Services, LLC, and has been with the firm since 2000. Grant specializes in investment advice and has worked in several locations throughout their career including Milwaukee, WI and Boca Raton, FL. Grant holds the Series 6, SIE, and Series 63 licenses. Grant has a history of working with clients in the banking or thrift institutions sector and has a record of providing investment advice to individuals and other businesses. Grant may earn commissions from insurance companies for the sale of non-variable life, health, Medicare, annuity, disability, and long-term care insurance products in addition to investment-related products.

Firm Information

Grant Coldwell 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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Grant Coldwell’s Registration & Firm History

FL

10/20/2010 - Present

Northwestern Mutual Investment Services, LLC (WEST PALM BCH FL)

WI

06/28/2000 - 01/01/2002

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

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Licenses & Designations

IA

Issued 10/16/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant David Coldwell.
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