Unclaimed
John Wagner is a financial advisor registered with Northwestern Mutual Investment Services, LLC, a firm based in Milwaukee, Wisconsin. John is licensed to provide financial advice in Minnesota and Illinois. John has been working in the financial services industry since June 2021. John holds Series 63, 7TO and SIE licenses. John specializes in providing financial advice to individuals and high-net-worth individuals. John has been with Northwestern Mutual Investment Services, LLC since June 2021. John's primary office is located in Edina, Minnesota.
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.
Investment research; referrals to other advisers
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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
1
2
MN
06/14/2021 - Present
Northwestern Mutual Investment Services, LLC (Edina MN)
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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