Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Halee? Claim Your ProfileHalee Anne Kading is a financial advisor who has been in the industry since 2012. Halee is registered with both FINRA and the state of Wisconsin as a Registered Representative. She also holds licenses as a Registered Investment Advisor in both Colorado and Wisconsin. Halee currently works at Northwestern Mutual Investment Services, LLC, and is licensed in Colorado and Wisconsin. Her primary office is located in Mount Pleasant, Wisconsin.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
WI
10/03/2023 - Present
Northwestern Mutual Investment Services, LLC (Mount Pleasant WI)
BOTH
Issued 07/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/11/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/13/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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