Unclaimed
Jack Knutson is a registered representative with Northwestern Mutual Investment Services, LLC in Leawood, Kansas. Jack is also a registered investment advisor representative with Northwestern Mutual Investment Services, LLC. Jack has been in the industry since 2022, working at Merrill Lynch, Pierce, Fenner & Smith Incorporated prior to joining Northwestern Mutual. Jack has passed the Series 66, Series 7TO and SIE examinations. Jack holds a current registration in Kansas.
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
KS
03/21/2024 - Present
Northwestern Mutual Investment Services, LLC (LEAWOOD KS)
KS
09/26/2022 - 12/12/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
BOTH
Issued 11/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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