Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Joseph Merfeld is a registered representative of Northwestern Mutual Investment Services, LLC. Isaac is licensed to provide financial and investment advisory services in Iowa. Isaac has been in the industry since June 2022 and holds the Series 6TO, SIE and Series 63 licenses. Isaac is located at 4601 Westown Pkwy, Suite 342 in West Des Moines, Iowa.
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
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2
IA
06/06/2022 - Present
Northwestern Mutual Investment Services, LLC (W DES MOINES IA)
BC
Issued 05/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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