Unclaimed
Kim Leukert is a Registered Representative with Northwestern Mutual Investment Services, LLC and has been in the industry since 2008. Kim has a Series 6, 7, 26, 63 and 66 licenses and is registered in the state of Wisconsin. Kim provides referrals to other advisors and investment research.
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
03/15/2012 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
10/09/2008 - 02/10/2012
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
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 04/10/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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