Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R? Claim Your ProfileRaymond Douglas Erhard is a financial advisor with Northwestern Mutual Investment Services, LLC. Raymond has been in the industry since 1986 and has been registered with Northwestern Mutual Investment Services, LLC since 2005. Raymond is licensed to provide investment advice in 18 states and is also a registered investment advisor in Illinois. Raymond earned the Chartered Financial Consultant designation. Raymond is also a licensed insurance agent and may earn commissions from insurance companies for the sale of non-variable life, health, annuity and/or disability income insurance products.
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
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2
IL
03/16/2005 - Present
Northwestern Mutual Investment Services, LLC (CHAMPAIGN IL)
WI
01/10/1989 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 08/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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