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Jake Robert Luthardt

Northwestern Mutual Investment Services, LLC

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About Jake Robert Luthardt

Jake Luthardt is a financial professional with experience in the financial services industry. Jake is currently registered with Northwestern Mutual Investment Services, LLC in Wisconsin. Prior to joining Northwestern Mutual Investment Services, LLC, Jake worked at Robert W. Baird & Co. Incorporated and Wells Fargo Funds Distributor, LLC. Jake has obtained licenses for both securities and investment advisory.

Firm Information

Jake Luthardt 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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Jake Luthardt’s Registration & Firm History

WI

11/05/2019 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

11/13/2017 - 09/25/2019

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

02/25/2016 - 11/14/2016

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

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Licenses & Designations

IA

Issued 07/10/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/12/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/28/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jake Robert Luthardt.
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