Unclaimed
Lars Erik Holmberg is a financial professional with over 28 years of experience in the industry. Lars is currently registered with Northwestern Mutual Investment Services, LLC, and previously worked with Robert W. Baird & Co. Incorporated. Lars is licensed to offer investment advice and products in 25 states across the US. Lars is dedicated to providing comprehensive financial guidance to clients, including investment management and referral services.
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
NV
09/13/1994 - Present
Northwestern Mutual Investment Services, LLC (Las Vegas NV)
WI
09/13/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 11/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lars Holmberg is the right advisor for you? Invested Better is here to help.