Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Grunwaldt is a financial professional with over 27 years of experience in the industry. Sara is currently registered with Northwestern Mutual Investment Services, LLC and is located in Milwaukee, Wisconsin. Sara has a strong background in the financial services industry, holding licenses including Series 6, 7, 24, 26 and SIE. Sara has a diverse range of experience serving clients and specializes in a variety of financial services.
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
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WI
01/26/2022 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
02/14/1995 - 01/10/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FRANKLIN WI)
BC
Issued 02/04/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/15/2002
Series 24 - General Securities Principal Examination
BC
Issued 04/28/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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