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Gregory Alan Gillmeister

Northwestern Mutual Investment Services, LLC

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About Gregory Alan Gillmeister

Gregory Alan Gillmeister is a financial advisor with Northwestern Mutual Investment Services, LLC. Gregory has been in the industry since 2003 and is registered with the state of West Virginia. Gregory specializes in financial counseling for individuals and businesses. He is also a licensed insurance agent and offers a variety of investment and insurance products.

Firm Information

Gregory Gillmeister 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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Gregory Gillmeister’s Registration & Firm History

WV

01/05/2017 - Present

Northwestern Mutual Investment Services, LLC (Barboursville WV)

WV

10/20/2003 - 02/28/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON WV)

NY

07/19/2001 - 05/15/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/22/2016

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/24/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/07/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Alan Gillmeister.
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