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Mark Cruz Lagrange

Northwestern Mutual Investment Services, LLC

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About Mark Cruz Lagrange

Mark Lagrange is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with Northwestern Mutual Investment Services, LLC, a firm with over 2,000 investment advisors. Mark provides investment research, referrals to other advisors, and has been registered to provide investment advice in 25 states. Mark has a strong background in the financial services industry, holding licenses and registrations from various regulatory bodies.

Firm Information

Mark Lagrange 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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Mark Lagrange’s Registration & Firm History

LA

03/11/1996 - Present

Northwestern Mutual Investment Services, LLC (Mandeville LA)

WI

03/11/1996 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

NJ

06/02/1995 - 01/12/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

WI

11/15/1991 - 06/01/1995

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

WI

06/13/1990 - 06/01/1995

NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 06/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Cruz Lagrange.
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