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Lauren Taylor Kotras

Northwestern Mutual Investment Services, LLC

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About Lauren Taylor Kotras

Lauren Kotras is a registered representative with Northwestern Mutual Investment Services, LLC. Lauren has been in the financial services industry since October 2008. Lauren is licensed to offer securities products and investment advice in Tennessee.

Firm Information

Lauren Kotras 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

1600 DIVISION ST Ste 400

NASHVILLE, TN 37203

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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Lauren Kotras’s Registration & Firm History

TN

11/16/2022 - Present

Northwestern Mutual Investment Services, LLC (NASHVILLE TN)

TN

03/04/2022 - 10/26/2022

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

TN

10/01/2008 - 03/01/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NASHVILLE TN)

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Licenses & Designations

BOTH

Issued 2/21/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/2/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 5/7/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 9/30/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lauren Taylor Kotras. Review regulatory record here.
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