Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Erhard is a financial advisor with Northwestern Mutual Investment Services, LLC based in West Des Moines, Iowa. Keith has been in the financial services industry since April 1987 and has a strong background in investments, employee benefits and real estate. Keith is also a Registered Representative with the firm and is licensed to provide investment advice in all 50 states. In addition to his work with Northwestern Mutual Investment Services, LLC, Keith has several other businesses and leadership roles. These include Erhard Benefits Group LLC, Benefit Design, Inc., Erhard Financial Inc., and KAE-WM, MP General Agent Legal Entity, and The Reserve Scottsdale, HOA. Keith is committed to providing personalized financial advice and guidance to individuals and families in order to help them achieve their financial goals.
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
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2
IA
10/30/2002 - Present
Northwestern Mutual Investment Services, LLC (W Des Moines IA)
WI
09/26/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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