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Robert Peter Yerger

Northwestern Mutual Investment Services, LLC

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About Robert Peter Yerger

Robert Yerger is a financial advisor with Northwestern Mutual Investment Services, LLC. Robert has been in the financial services industry for over 30 years and has extensive experience in helping clients achieve their financial goals. He holds a variety of licenses and certifications, including Series 7, Series 6, Series 22, and Series 63. Robert has a passion for helping clients understand their financial situation and developing customized plans to meet their needs. He is committed to providing his clients with the highest level of service and professionalism. Before joining Northwestern Mutual Investment Services, Robert worked at ROBERT W. BAIRD & CO. INCORPORATED and NML EQUITY SERVICES, INC.

Firm Information

Robert Yerger 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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Robert Yerger’s Registration & Firm History

CT

02/01/1994 - Present

Northwestern Mutual Investment Services, LLC (MIDDLEBURY CT)

WI

09/13/1994 - 05/01/2001

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

NA

04/02/1984 - 02/26/1988

ROBERT W. BAIRD & CO. INCORPORATED

NA

07/13/1983 - 02/26/1988

NML EQUITY SERVICES, INC.

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Licenses & Designations

BC

Issued 01/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/16/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/28/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/14/1984

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Peter Yerger.
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