Unclaimed
Kevin Duane Hoffren is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Milwaukee, WI. Kevin has been in the industry since 2003. Kevin has earned a number of licenses and certifications, including Series 7, Series 63, and Series 24. Kevin has been registered with Northwestern Mutual Investment Services, LLC since 2017. Before joining Northwestern Mutual Investment Services, LLC, Kevin was employed by Strong Investments, Inc. in Menomonee Falls, WI. Kevin holds a Series 7 license, and has been working in the securities industry for over 20 years.
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
09/09/2019 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
07/31/2017 - 10/18/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
05/04/2006 - 07/25/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/23/2005 - 04/10/2006
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
03/05/2002 - 04/23/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BC
Issued 04/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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