Unclaimed
Kathryn Millgard is a financial professional with over 18 years of experience in the industry. Kathryn is registered with Northwestern Mutual Investment Services, LLC and is currently licensed to provide financial advice in 21 states and the District of Columbia. Kathryn has a wide range of experience in the financial services industry, including investment advisory and insurance sales. Kathryn specializes in providing financial advice to individuals and families.
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
WA
06/06/2014 - Present
Northwestern Mutual Investment Services, LLC (Walla Walla WA)
BC
Issued 04/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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