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James Howard Meanix

Northwestern Mutual Investment Services, LLC

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About James Howard Meanix

James Howard Meanix is a financial professional with over 25 years of experience in the industry. James is a Registered Representative of Northwestern Mutual Investment Services, LLC. James has earned the Certified Financial Planner and Chartered Financial Consultant designations and is registered to conduct business in all 50 states. James's previous experience includes positions at Robert W. Baird & Co. Incorporated. James provides investment-related services to individuals and small businesses and may earn commissions for sales of non-variable life, health, annuity, and/or disability income insurance products.

Firm Information

James Meanix is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

1000 CONTINENTAL DRIVE

KNG OF PRUSSIA, PA 19406

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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James Meanix’s Registration & Firm History

PA

02/21/2006 - Present

Northwestern Mutual Investment Services, LLC (KNG OF PRUSSIA PA)

WI

07/09/1998 - 01/01/2002

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

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Licenses & Designations

BOTH

Issued 9/18/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/29/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 7/24/2006

Series 7 - General Securities Representative Examination

BC

Issued 11/11/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Howard Meanix.
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