Unclaimed
Robert John Evrard is a financial advisor with Northwestern Mutual Investment Services, LLC. Robert has been in the financial services industry since August 14, 2007 and is registered to provide investment advice in 17 states. Robert works out of the Golden Valley, MN branch office. The firm is headquartered in Milwaukee, WI. The firm offers a variety of financial services, including investment research and referrals to other advisors. The firm has 2181 licensed agents and 2341 investment advisor representatives.
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
MN
11/04/2013 - Present
Northwestern Mutual Investment Services, LLC (Golden Valley MN)
MN
08/14/2007 - 05/12/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
BOTH
Issued 07/01/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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