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Jason Howard Dansicker

Northwestern Mutual Investment Services, LLC

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About Jason Howard Dansicker

Jason Dansicker is a financial advisor with Northwestern Mutual Investment Services, LLC. Jason has been in the industry since 1994 and holds a Series 63, Series 7, Series 9, and Series 10 license. Jason is registered in Maryland. Jason was previously employed with UVEST Financial Services Group, Inc., Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, TD Waterhouse Investor Services, Inc., and T. Rowe Price Investment Services, Inc.

Firm Information

Jason Dansicker 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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Jason Dansicker’s Registration & Firm History

MD

02/10/2005 - Present

Northwestern Mutual Investment Services, LLC (BALTIMORE MD)

NC

05/28/2004 - 01/11/2005

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

WI

09/25/2001 - 05/26/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

09/25/2001 - 01/01/2002

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

NE

07/12/1999 - 07/31/2001

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

MD

10/27/1993 - 05/18/1999

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

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Licenses & Designations

BC

Issued 02/18/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/28/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Howard Dansicker.
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