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Joseph Bartlett

Northwestern Mutual Investment Services, LLC

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About Joseph Bartlett

Joseph Bartlett is a financial advisor with Northwestern Mutual Investment Services, LLC in Perham, Minnesota. Joseph Bartlett has been in the securities industry for over 1 year. Joseph Bartlett is registered with FINRA and has a Series 66, Series 7TO and SIE license. Joseph Bartlett also has a registration for investment advisory services with the state of North Dakota. Joseph Bartlett was previously employed at Ameriprise Financial Services, LLC in Fargo, North Dakota and also works with clients in Vermillion, South Dakota. Joseph Bartlett is a registered representative with Northwestern Mutual Investment Services, LLC and is also registered to provide investment advisory services. Joseph Bartlett also provides insurance services through Northwestern Mutual Life Insurance Company.

Firm Information

Joseph Bartlett 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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Joseph Bartlett’s Registration & Firm History

MN

07/03/2024 - Present

Northwestern Mutual Investment Services, LLC (Perham MN)

ND

04/16/2022 - 04/10/2023

AMERIPRISE FINANCIAL SERVICES, LLC (Fargo ND)

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Licenses & Designations

BOTH

Issued 07/07/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/28/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Bartlett.
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