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John Michael Patison

Northwestern Mutual Investment Services, LLC

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About John Michael Patison

John Michael Patison is a financial advisor with Northwestern Mutual Investment Services, LLC in Dallas, TX. John Michael Patison has been in the industry since 1995. John Michael Patison has been with Northwestern Mutual Investment Services, LLC since 2000. Previously, John Michael Patison worked at ROBERT W. BAIRD & CO. INCORPORATED, AMERICAN INVESTORS GROUP, INC. and A. B. CULBERTSON AND COMPANY. John Michael Patison is registered to provide investment advice in 8 states: California, Florida, Georgia, Louisiana, Mississippi, Oklahoma, Texas and Virginia. John Michael Patison holds Series 66, 63, 10, 9, SIE and 7 securities licenses.

Firm Information

John Patison 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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John Patison’s Registration & Firm History

TX

05/16/2000 - Present

Northwestern Mutual Investment Services, LLC (DALLAS TX)

WI

05/16/2000 - 01/01/2002

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

MN

04/08/1997 - 04/20/2000

AMERICAN INVESTORS GROUP, INC. (MINNETONKA MN)

TX

04/19/1995 - 04/18/1997

A. B. CULBERTSON AND COMPANY (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 11/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/11/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Michael Patison.
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