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Kathleen Marie Jackson

Northwestern Mutual Investment Services, LLC

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About Kathleen Marie Jackson

Kathleen Jackson is a financial advisor with Northwestern Mutual Investment Services, LLC. She has been in the financial services industry since 1995. Kathleen holds the Series 7, Series 63, Series 66 and Series 24 licenses. Kathleen is registered to provide investment advice in Colorado, Illinois and South Dakota. Kathleen is also an adjunct faculty member at Cannon Financial Institute, a non-profit organization.

Firm Information

Kathleen Jackson 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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Kathleen Jackson’s Registration & Firm History

CO

11/18/2010 - Present

Northwestern Mutual Investment Services, LLC (DENVER CO)

IL

08/04/2008 - 09/26/2008

WOODBURY FINANCIAL SERVICES, INC. (NAPERVILLE IL)

IL

09/05/2005 - 07/24/2006

B. C. ZIEGLER AND COMPANY (CHICAGO IL)

NY

11/03/2003 - 09/16/2004

STERLING INVESTMENT SERVICES, INC. (NEW YORK NY)

IL

02/03/2003 - 09/29/2003

MESIROW FINANCIAL, INC. (CHICAGO IL)

ME

01/29/2001 - 02/09/2001

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

IL

03/12/1997 - 01/29/1999

FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)

NA

05/09/1988 - 03/17/1992

GREEN HILL FINANCIAL SERVICE CORPORATION

NA

06/19/1983 - 05/17/1988

AETNA LIFE INSURANCE AND ANNUITY COMPANY

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Licenses & Designations

BOTH

Issued 11/16/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Marie Jackson.
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