Unclaimed
Halsted Knutson is a financial advisor with Northwestern Mutual Investment Services, LLC. Halsted has been in the financial services industry since 2012. Halsted has a Series 7, Series 63, and Series 66 licenses. Halsted has been registered with FINRA and is licensed in 16 states. Halsted has previously been registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and LPL FINANCIAL LLC.
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
MN
06/07/2022 - Present
Northwestern Mutual Investment Services, LLC (Woodbury MN)
MN
09/26/2016 - 04/28/2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BLOOMINGTON MN)
WI
06/28/2016 - 09/15/2016
LPL FINANCIAL LLC (HUDSON WI)
WI
07/06/2012 - 06/13/2016
AMERIPRISE FINANCIAL SERVICES, INC. (WAUSAU WI)
BOTH
Issued 10/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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