Unclaimed
Kody Wilde is a financial professional with over 13 years of experience in the industry. Kody has been registered with Northwestern Mutual Investment Services, LLC since July 27, 2024. Previously, Kody worked for Morgan Stanley, Zions Direct, Inc., U.S. Bancorp Investments, Inc., and Equity Services, Inc. Kody holds Series 6, 7, 63, and 6TO licenses, and has passed the SIE exam. Kody currently holds a branch office location in Lake Oswego, Oregon.
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
OR
07/27/2024 - Present
Northwestern Mutual Investment Services, LLC (Lake Oswego OR)
WA
11/30/2010 - 04/25/2019
MORGAN STANLEY (VANCOUVER WA)
ID
02/08/2006 - 12/05/2008
ZIONS DIRECT, INC. (BOISE ID)
MN
03/11/2003 - 02/23/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
VT
03/26/2002 - 02/04/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 05/31/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/2024
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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