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Mary lee Odem

Northwestern Mutual Investment Services, LLC

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About Mary lee Odem

Mary lee Odem is a registered investment advisor representative in Wisconsin with over 20 years of experience in the industry. Mary lee has been registered with Northwestern Mutual Investment Services, LLC since March 28, 2002, and previously worked at Salomon Smith Barney Inc. and Strong Funds Distributors, Inc.. Mary lee holds Series 6, 7, 24, 63, and 65 licenses. Mary lee Odem also has experience working in financial services, having been employed by Northwestern Mutual Life Insurance Company. Mary lee is a 100% owner of farm land in Rippy, Iowa.

Firm Information

Mary lee Odem 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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Mary lee Odem’s Registration & Firm History

WI

03/28/2002 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

NY

02/10/2000 - 11/02/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

WI

02/17/1998 - 12/14/1998

STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)

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Licenses & Designations

IA

Issued 02/18/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/13/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary lee Odem.
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