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Jeffrey Johnston Gossard

Northwestern Mutual Investment Services, LLC

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About Jeffrey Johnston Gossard

Jeffrey Gossard is a financial advisor with over 35 years of experience in the industry. Jeffrey has been registered with Northwestern Mutual Investment Services, LLC since 2006 and was previously registered with Robert W. Baird & Co. Incorporated from 1987 to 2002. Jeffrey holds FINRA Series 6, 7, 63, 65, 66, and SIE licenses and is registered in eleven states. Jeffrey has a strong background in Direct Participation Programs and other investment products and offers a range of financial services including investment research and referrals to other advisors.

Firm Information

Jeffrey Gossard 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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Jeffrey Gossard’s Registration & Firm History

OH

08/24/1987 - Present

Northwestern Mutual Investment Services, LLC (CINCINNATI OH)

WI

08/24/1987 - 01/01/2002

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

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Licenses & Designations

BOTH

Issued 06/08/2005

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/02/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1988

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Johnston Gossard.
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