Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dale Klare is a financial advisor with Northwestern Mutual Investment Services, LLC. Kevin Dale Klare has been in the financial services industry since August 12, 1993. Kevin Dale Klare is registered to offer advisory services in 17 states and has a Series 65 license for investment advisory services, a Series 63 license for securities agent services and has also passed the Series 7, Series 9, Series 10, and Series 24 exams. Kevin Dale Klare is a Certified Financial Planner. Kevin Dale Klare has experience working with Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated, CitiCorp Investment Services, Primevest Financial Services, Inc. and Dean Witter Reynolds Inc.
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
SD
11/14/2012 - Present
Northwestern Mutual Investment Services, LLC (SIOUX FALLS SD)
WI
05/11/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NY
05/31/1996 - 05/20/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
04/12/1995 - 05/29/1996
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
08/23/1991 - 04/11/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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