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Kristan Renea Brinkley

Northwestern Mutual Investment Services, LLC

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About Kristan Renea Brinkley

Kristan Brinkley is a financial professional with Northwestern Mutual Investment Services, LLC. Kristan has been in the financial services industry since 2009 and has a strong track record of success. Kristan is licensed to provide investment advice and services in multiple states and has a wide range of experience and expertise. Kristan is committed to providing clients with personalized financial advice and services that help them achieve their financial goals. Kristan holds several industry licenses and designations, including Series 6, Series 7, Series 26 and Series 63. Kristan is a member of FINRA and the Securities Investor Protection Corporation (SIPC).

Firm Information

Kristan Brinkley is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

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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Kristan Brinkley’s Registration & Firm History

FL

05/04/2009 - Present

Northwestern Mutual Investment Services, LLC (PENSACOLA FL)

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Licenses & Designations

BC

Issued 05/07/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/2021

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristan Renea Brinkley.
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