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Maureen Coogan Holsen

Northwestern Mutual Investment Services, LLC

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About Maureen Coogan Holsen

Maureen Holsen is a financial advisor at Northwestern Mutual Investment Services, LLC, and has been in the financial industry since 2007. Maureen is a Certified Financial Planner and holds Series 6, 7, 50, 63 and 65 licenses. Maureen has worked with Avantax Investment Services, Inc., Wells Fargo Advisors, LLC and Wells Fargo Funds Distributor, LLC in the past. Maureen has a branch office location in Milwaukee, WI.

Firm Information

Maureen Holsen 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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Maureen Holsen’s Registration & Firm History

WI

08/03/2022 - Present

Northwestern Mutual Investment Services, LLC (MILWAUKEE WI)

WI

01/26/2022 - 05/18/2022

AVANTAX INVESTMENT SERVICES, INC. (WAUKESHA WI)

WI

12/16/2010 - 11/19/2012

WELLS FARGO ADVISORS, LLC (MENOMONEE FALLS WI)

WI

03/14/2007 - 11/18/2010

WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)

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Licenses & Designations

BC

Issued 02/28/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/28/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/05/2016

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 12/20/2007

Series 7 - General Securities Representative Examination

BC

Issued 03/12/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Maureen Coogan Holsen.
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