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Paul Allen Bonikowske

Northwestern Mutual Investment Services, LLC

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About Paul Allen Bonikowske

Paul Bonikowske is a financial advisor with Northwestern Mutual Investment Services, LLC, based in Appleton, WI. Paul has been in the financial services industry since 1993, providing clients with personalized financial planning and investment advice. Paul holds several industry licenses and certifications including Series 6, 7, 24, 26, and 63, as well as the SIE exam. In addition to his experience, Paul also maintains licenses in multiple states. Previous to working with Northwestern Mutual Investment Services, Paul worked with Thrivent Investment Management Inc. in Minneapolis, MN.

Firm Information

Paul Bonikowske 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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Paul Bonikowske’s Registration & Firm History

WI

11/12/2003 - Present

Northwestern Mutual Investment Services, LLC (APPLETON WI)

MN

11/05/1993 - 10/31/2003

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 03/31/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1997

Series 24 - General Securities Principal Examination

BC

Issued 11/16/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1997

Series 7 - General Securities Representative Examination

BC

Issued 10/29/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Allen Bonikowske.
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