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Kim L Leukert

Northwestern Mutual Investment Services, LLC

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About Kim L Leukert

Kim L. Leukert is a registered representative of Northwestern Mutual Investment Services, LLC, located in Milwaukee, Wisconsin. Kim has been in the securities industry since 2008 and has held various positions at both Northwestern Mutual Investment Services, LLC and Chase Investment Services Corp. Kim holds several licenses, including Series 6, 7, 26, 63, and 66. In addition to being a registered representative, Kim is also a Committee Member for the Village of Germantown Parks and Recreation Commission and a Voter Resource for the Village of Germantown. Kim is dedicated to providing clients with the highest level of service and expertise.

Firm Information

Kim Leukert 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

720 E Wisconsin Ave

Milwaukee, WI 53202

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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Kim Leukert’s Registration & Firm History

WI

03/15/2012 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

10/09/2008 - 02/10/2012

CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 10/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 4/10/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/1/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/7/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kim L Leukert.
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