Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Rushman is a financial advisor who is registered with Northwestern Mutual Investment Services, LLC. Kelly has been in the industry since March 2019 and is licensed to sell securities in 33 states and the District of Columbia. Kelly’s office is located in Mequon, Wisconsin.
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
WI
03/22/2019 - Present
Northwestern Mutual Investment Services, LLC (MEQUON WI)
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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