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Sandra Kay Bliss

Northwestern Mutual Investment Services, LLC

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About Sandra Kay Bliss

Sandra Bliss is a financial advisor with over 25 years of experience in the industry. Sandra has a strong background in both securities and investment advisory services. Sandra is currently registered with Northwestern Mutual Investment Services, LLC and is licensed to offer a variety of investment products and services to individuals and businesses. Sandra holds several licenses, including the Series 6, Series 24, Series 51, and Series 62, as well as the SIE exam. Sandra has previously worked for BMO Harris Financial Advisors, Inc. and SII Investments, Inc.

Firm Information

Sandra Bliss 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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Sandra Bliss’s Registration & Firm History

WI

10/20/2021 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

WI

07/09/2014 - 04/09/2021

BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)

MI

04/29/1996 - 11/22/2013

SII INVESTMENTS, INC. (WHITEHALL MI)

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Licenses & Designations

BC

Issued 04/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/29/2016

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/1998

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 04/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Kay Bliss.
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