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Halsted Donald Knutson

Northwestern Mutual Investment Services, LLC

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About Halsted Donald Knutson

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.

Firm Information

Halsted Knutson 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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Halsted Knutson’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Halsted Donald Knutson.
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