Unclaimed
Patrick Bodden is a financial advisor with Northwestern Mutual Investment Services, LLC. Patrick is a registered representative with over 15 years of experience in the financial services industry. Patrick has a strong background in providing investment advice to individuals and businesses. Before joining Northwestern Mutual Investment Services, LLC, Patrick worked at Robert W. Baird & Co. Incorporated. Patrick is a Series 6, 7, and 66 licensed advisor and holds the SIE certification.
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
WI
03/05/2015 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
10/04/2001 - 08/18/2006
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 06/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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