Unclaimed
Robert Leonard Erkel is a financial advisor who has been in the industry since 1984. He is currently registered with Northwestern Mutual Investment Services, LLC in PRIOR LAKE, MN and has previously been with ROBERT W. BAIRD & CO. INCORPORATED. Robert is licensed to provide financial services in multiple states.
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
09/04/1984 - Present
Northwestern Mutual Investment Services, LLC (PRIOR LAKE MN)
WI
03/03/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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