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Rushab Dinesh Tanna

Northwestern Mutual Investment Services, LLC

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About Rushab Dinesh Tanna

Rushab Dinesh Tanna is a financial advisor who is registered with the state of Massachusetts and has been in the industry for over 10 years. Rushab works with Northwestern Mutual Investment Services, LLC and is currently registered with the firm in the state of Massachusetts. Rushab's focus is on providing clients with a comprehensive financial planning experience. This includes helping individuals and families plan for retirement, college, and other financial goals. Rushab also offers investment management services. Rushab is a Series 6, 7, 63 and 65 licensed advisor and has a SIE designation. Rushab is also an active member of the Wellesley Country Club, where he teaches tennis lessons to members.

Firm Information

Rushab Tanna 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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Rushab Tanna’s Registration & Firm History

MA

03/25/2014 - Present

Northwestern Mutual Investment Services, LLC (Woburn MA)

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Licenses & Designations

IA

Issued 03/15/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2014

Series 7 - General Securities Representative Examination

BC

Issued 08/05/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rushab Dinesh Tanna.
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