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Jeffrey Klatzko

Northwestern Mutual Investment Services, LLC

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About Jeffrey Klatzko

Jeffrey Klatzko is a financial advisor with Northwestern Mutual Investment Services, LLC. Jeffrey is a Registered Representative. Jeffrey has been working in the financial services industry since 2006. Jeffrey has been registered with Northwestern Mutual Investment Services, LLC since 2025. Prior to that, Jeffrey was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, CBG Financial Group, Inc., Gunnallen Financial, Inc and Emmett A Larkin Company, Inc. Jeffrey has passed the following exams: Series 66, SIE, Series 31, and Series 7. Jeffrey holds licenses in Florida, Maryland, New Jersey, and New York.

Firm Information

Jeffrey Klatzko 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 Klatzko’s Registration & Firm History

FL

02/10/2025 - Present

Northwestern Mutual Investment Services, LLC (WEST PALM BCH FL)

FL

05/16/2016 - 04/30/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)

FL

11/22/2013 - 06/13/2016

MORGAN STANLEY (Palm Beach Gardens FL)

FL

09/18/2009 - 10/11/2013

CBG FINANCIAL GROUP, INC. (BOCA RATON FL)

FL

04/13/2007 - 10/02/2009

GUNNALLEN FINANCIAL, INC (BOCA RATON FL)

FL

01/06/2006 - 04/19/2007

EMMETT A LARKIN COMPANY, INC. (FORT LAUDERDALE FL)

NY

09/05/2005 - 11/01/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 12/20/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/30/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 09/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Klatzko.
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