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 financial advisor with Northwestern Mutual Investment Services, LLC. Isaac holds a Series 63, Series 6TO and SIE licenses and is registered in Iowa. Isaac has been in the industry since June 2022 and is based out of the West Des Moines, IA office.
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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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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