Unclaimed
Nathan Schroer is a financial advisor with Northwestern Mutual Investment Services, LLC. He is registered with the state of Ohio. Nathan's professional experience includes roles at Go2 Partners, Emerson Climate Technologies, Auglaize County Highway Department, CrossFit Clintonville, Kevin Watters, Northwestern Mutual Investment Services LLC, Nicholas James Minich, Amanda Green, Alex C Wendel, Northwestern Mutual Wealth Management Company, Matthew E Beeghley, and Nick Powers. Nathan holds the Series 66, Series 7TO, and SIE licenses.
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
1
2
OH
01/05/2023 - Present
Northwestern Mutual Investment Services, LLC (Upper Arlington OH)
BOTH
Issued 12/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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