Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ekhaml is a financial advisor at Northwestern Mutual Investment Services, LLC, a broker-dealer based in Milwaukee, WI. Robert has been in the financial industry since 1999. Robert holds the Series 7, Series 24, and Series 66 licenses. Robert has been registered with Northwestern Mutual Investment Services, LLC since 2006 and is currently active.
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
CA
09/06/2006 - Present
Northwestern Mutual Investment Services, LLC (SAN DIEGO CA)
WI
05/17/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
03/04/1999 - 04/28/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/04/1999 - 04/28/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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