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Proctor Wood Blair

Northwestern Mutual Investment Services, LLC

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About Proctor Wood Blair

Proctor Wood Blair is a financial professional with over 30 years of experience in the securities industry. Proctor has held a Series 6 license since January 1988 and a Series 63 license since August 1997. Proctor is currently registered with Northwestern Mutual Investment Services, LLC. Prior to joining Northwestern Mutual Investment Services, Proctor worked for Robert W. Baird & Co. Incorporated. Proctor has an active registration in 8 states for both broker-dealer and investment advisor activities. Proctor specializes in providing investment advice to individuals, and businesses. Proctor has a strong background in investment research, financial planning, and wealth management. Proctor is dedicated to providing personalized service and helping clients achieve their financial goals.

Firm Information

Proctor Blair 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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Proctor Blair’s Registration & Firm History

KY

01/27/1988 - Present

Northwestern Mutual Investment Services, LLC (PARIS KY)

WI

07/15/1997 - 01/01/2002

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

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Licenses & Designations

BC

Issued 08/25/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Proctor Wood Blair.
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