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Michael Edward Polan

Northwestern Mutual Investment Services, LLC

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About Michael Edward Polan

Michael Polan is a financial advisor who has been in the industry since 1990. Michael is a registered representative with Northwestern Mutual Investment Services, LLC and is licensed in 29 states. Michael holds a Series 6, 7, 63, and 65 license as well as the SIE. Michael is a Certified Financial Planner and a Chartered Financial Consultant. Michael specializes in helping clients with their financial needs, including investment research, referrals to other advisers, and insurance needs. Michael is committed to providing his clients with the highest level of service and personalized attention.

Firm Information

Michael Polan 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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Michael Polan’s Registration & Firm History

IL

02/04/2025 - Present

Northwestern Mutual Investment Services, LLC (DOWNERS GROVE IL)

WI

05/29/1990 - 01/01/2002

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

NJ

01/23/1990 - 02/22/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

01/23/1990 - 02/22/1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/14/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/14/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2002

Series 7 - General Securities Representative Examination

BC

Issued 01/22/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Edward Polan.
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