Unclaimed
Luke McGrath is a financial professional with experience in the financial services industry. Luke is currently registered with Northwestern Mutual Investment Services, LLC and has been working in the industry since 2023. Luke is also a licensed investment advisor representative. Northwestern Mutual Investment Services, LLC is a Registered Investment Advisor based in Milwaukee, Wisconsin, serving a variety of clients.
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
IL
06/26/2024 - Present
Northwestern Mutual Investment Services, LLC (SKOKIE IL)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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