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Lynne Ehrlich

Northwestern Mutual Investment Services, LLC

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About Lynne Ehrlich

Lynne Ehrlich is a financial professional with over 14 years of experience in the financial services industry. Lynne is currently registered with Northwestern Mutual Investment Services, LLC in Westborough, MA. Lynne previously worked with Calton & Associates, Inc. and Northwestern Mutual Investment Services, LLC in Florida. Lynne holds Series 7, 24, 63 and SIE licenses. Lynne is also registered in several states including Florida, Georgia, Kentucky, Massachusetts, New York, North Carolina and South Carolina.

Firm Information

Lynne Ehrlich 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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Lynne Ehrlich’s Registration & Firm History

MA

04/03/2020 - Present

Northwestern Mutual Investment Services, LLC (Westborough MA)

FL

03/11/2019 - 03/13/2020

CALTON & ASSOCIATES, INC. (TAMPA FL)

FL

09/29/2017 - 03/12/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKELAND FL)

FL

12/27/2016 - 08/25/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)

FL

10/09/2000 - 12/24/2009

GUNNALLEN FINANCIAL, INC (TAMPA FL)

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Licenses & Designations

BC

Issued 03/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/11/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2016

Series 7 - General Securities Representative Examination

BC

Issued 10/06/2000

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lynne Ehrlich.
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