Unclaimed
John Barrett is a financial advisor with Northwestern Mutual Investment Services, LLC. John has been a Registered Representative since December 1995 and has held various roles within the financial industry. He has been with Northwestern Mutual since 2001. John is a Registered Representative and Investment Advisor Representative in the state of Wisconsin. He has extensive experience in providing investment advice and financial planning services to individuals, families, and businesses. John's expertise spans various areas, including retirement planning, investment management, and insurance planning. He is dedicated to building long-term relationships with clients and helping them achieve their financial goals.
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
WI
03/28/2002 - Present
Northwestern Mutual Investment Services, LLC (MILWAUKEE WI)
WI
12/18/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Barrett is the right advisor for you? Invested Better is here to help.