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Jeffery Edward Wrench

Northwestern Mutual Investment Services, LLC

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About Jeffery Edward Wrench

Jeffery Edward Wrench is a financial advisor with Northwestern Mutual Investment Services, LLC. Jeffery has been in the securities industry since 1991. He currently holds a Series 63 and a Series 65 registration and is registered in California and Mississippi. Jeffery also holds a Series 6 and SIE license. He is associated with the firm's San Diego office and Pismo Beach, California office. Jeffery's previous employment includes Robert W. Baird & Co. Incorporated in Milwaukee, WI. In addition to his investment advisory services with Northwestern Mutual Investment Services, LLC, Jeffery may also earn commissions from insurance companies not affiliated with Northwestern Mutual for the sale of non-variable life, health, annuity, and/or disability income insurance products.

Firm Information

Jeffery Wrench 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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Jeffery Wrench’s Registration & Firm History

CA

06/10/2014 - Present

Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)

WI

08/14/1991 - 01/01/2002

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

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Licenses & Designations

IA

Issued 06/06/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery Edward Wrench.
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