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Kevin Dale Klare

Northwestern Mutual Investment Services, LLC

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About Kevin Dale Klare

Kevin Dale Klare is a financial professional with over 30 years of experience in the industry. Kevin has a strong track record of providing financial advice and investment management services. Kevin is currently registered with Northwestern Mutual Investment Services, LLC in Sioux Falls, South Dakota. Kevin is also a Certified Financial Planner.

Firm Information

Kevin Klare is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

2307 W 57TH ST STE 200

SIOUX FALLS, SD 57108

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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Kevin Klare’s Registration & Firm History

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)

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Licenses & Designations

IA

Issued 8/29/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 8/29/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/3/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/2/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 8/17/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/21/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Dale Klare.
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