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Leonard I Wilson

Northwestern Mutual Investment Services, LLC

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About Leonard I Wilson

Leonard Wilson is a financial professional with over 30 years of experience in the industry. Leonard is currently registered with Northwestern Mutual Investment Services, LLC and has been with the firm since 2006. Before that, Leonard was with Todd Securities, Inc. and IMS Securities, Inc. Leonard is licensed in several states, including Texas, Missouri, Arkansas and North Dakota. Leonard holds the Series 6, Series 63, and Series 65 licenses.

Firm Information

Leonard Wilson 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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Leonard Wilson’s Registration & Firm History

TX

04/01/2010 - Present

Northwestern Mutual Investment Services, LLC (HOUSTON TX)

TX

04/22/2003 - 12/31/2006

TODD SECURITIES, INC. (HOUSTON TX)

TX

02/10/2003 - 06/13/2003

IMS SECURITIES, INC. (HOUSTON TX)

NC

07/02/2001 - 01/23/2003

CLARK/BARDES FINANCIAL SERVICES, INC. (GREENSBORO NC)

TX

11/13/1996 - 07/02/2001

CLARK-BARDES SECURITIES, INC. (DALLAS TX)

MA

03/01/1996 - 11/01/1996

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

01/30/1993 - 09/26/1996

MANEQUITY, INC. (BOSTON MA)

NA

01/30/1993 - 03/01/1996

G. R. PHELPS & CO., INC.

NA

01/01/1988 - 12/31/1991

G. R. PHELPS & CO., INC.

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Licenses & Designations

IA

Issued 03/31/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leonard I Wilson.
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