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Joseph Patrick Meyer

Northwestern Mutual Investment Services, LLC

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About Joseph Patrick Meyer

Joseph Patrick Meyer is a financial professional with over 20 years of experience in the financial services industry. Joseph is currently registered with Northwestern Mutual Investment Services, LLC in Wisconsin. Prior to joining Northwestern Mutual Investment Services, LLC, Joseph has worked for a variety of financial firms including Wells Fargo Funds Distributor, LLC, Strong Investments, Inc. and Waddell & Reed, Inc. Joseph has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice.

Firm Information

Joseph Meyer 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 Meyer’s Registration & Firm History

WI

01/06/2017 - Present

Northwestern Mutual Investment Services, LLC (FRANKLIN WI)

WI

08/13/2007 - 11/01/2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

ME

03/30/2007 - 08/02/2007

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

WI

04/23/2005 - 09/18/2006

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

WI

11/02/2001 - 04/23/2005

STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)

PA

03/23/2001 - 10/31/2001

PNC BROKERAGE CORP (PITTSBURGH PA)

OH

04/06/2000 - 03/16/2001

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

KS

03/19/1999 - 05/01/2000

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 05/22/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/06/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/18/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Patrick Meyer.
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