Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Bultman is a financial advisor with Northwestern Mutual Investment Services, LLC. Margaret joined the firm in January 2013 and is located in Milwaukee, Wisconsin. Margaret has been a licensed financial professional since 2011 and has experience in securities, investments, and insurance. Margaret specializes in providing financial advice to individuals and families.
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
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WI
01/17/2013 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
09/13/2011 - 12/31/2012
STATE FARM VP MANAGEMENT CORP. (FRANKLIN WI)
BC
Issued 09/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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