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Gregory Matthew Telge

Northwestern Mutual Investment Services, LLC

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About Gregory Matthew Telge

Gregory Matthew Telge is an investment advisor representative with Northwestern Mutual Investment Services, LLC, a broker-dealer and registered investment advisor firm headquartered in Milwaukee, Wisconsin. Gregory has been in the financial services industry since 1981. Gregory provides investment advice to a wide range of clients, including individuals and businesses. Gregory holds a Series 7, 22, 24, 63 and 65 licenses. Gregory is also a Chartered Financial Consultant.

Firm Information

Gregory Telge is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

1779 ELM STREET

MANCHESTER, NH 03104

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 Telge’s Registration & Firm History

NH

12/19/2003 - Present

Northwestern Mutual Investment Services, LLC (MANCHESTER NH)

WI

05/11/1988 - 01/01/2002

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

NA

07/05/1984 - 04/29/1988

BROAD REACH CAPITAL, INC.

NA

11/20/1981 - 03/04/1985

NML EQUITY SERVICES, INC.

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Licenses & Designations

IA

Issued 12/20/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 9/6/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 6/3/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 4/19/1986

Series 7 - General Securities Representative Examination

BC

Issued 9/26/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/17/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregory Matthew Telge.
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