Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Ohearn is an investment advisor representative associated with Northwestern Mutual Investment Services, LLC. Kevin has been in the securities industry since July 10, 1986. Kevin is registered with the state of California as an investment advisor representative. The firm's main office is in Milwaukee, Wisconsin and they offer investment research and referrals to other advisers. Kevin's firm is a broker-dealer and an investment adviser. Kevin is also an owner of a vacation home through a business called Panama Matt Family LLC.
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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CA
01/01/2025 - Present
Northwestern Mutual Investment Services, LLC (Pasadena CA)
WI
07/25/1986 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 04/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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