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Gregory Thomas Patchak

Northwestern Mutual Investment Services, LLC

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About Gregory Thomas Patchak

Gregory Patchak is a financial advisor with Northwestern Mutual Investment Services, LLC. Gregory has over 17 years of experience in the financial services industry. Gregory is registered to offer securities in Maryland and Pennsylvania. Gregory holds the Series 7, Series 6, Series 63 and Series 66 licenses, along with the SIE exam. In addition to Northwestern Mutual Investment Services, LLC, Gregory has previous experience with firms including PSA Equities, Inc., TD Ameritrade, Inc. and T. Rowe Price Investment Services, Inc..

Firm Information

Gregory Patchak 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 Patchak’s Registration & Firm History

MD

02/27/2024 - Present

Northwestern Mutual Investment Services, LLC (BALTIMORE MD)

PA

03/22/2010 - 12/16/2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (York PA)

MD

11/18/2008 - 02/25/2010

PSA EQUITIES, INC. (HUNT VALLEY MD)

MD

01/08/2007 - 04/03/2007

TD AMERITRADE, INC. (PIKESVILLE MD)

MD

06/25/2004 - 08/31/2006

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

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Licenses & Designations

BOTH

Issued 08/03/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2005

Series 7 - General Securities Representative Examination

BC

Issued 06/24/2004

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 Thomas Patchak.
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