Unclaimed
Lynn Minnick is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Havre, MT. Lynn has been in the financial industry since 1995. Lynn holds the Series 6, Series 63 and SIE licenses. Lynn has been registered with the Financial Industry Regulatory Authority (FINRA) since 1995 and is licensed to sell securities in Arizona, California, District of Columbia, Florida, Indiana, Montana, Utah, and Washington. Lynn was previously registered with Robert W. Baird & Co. Incorporated.
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
MT
08/01/1995 - Present
Northwestern Mutual Investment Services, LLC (HAVRE MT)
WI
10/04/1995 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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