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Sara Megan Marschke

Northwestern Mutual Investment Services, LLC

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About Sara Megan Marschke

Sara Megan Marschke is a financial advisor with Northwestern Mutual Investment Services, LLC in Milwaukee, Wisconsin. Sara has been in the financial industry since 1999. She previously worked at ADP Broker-Dealer, Inc., Hartford Securities Distribution Company, Inc., MFS Fund Distributors, Inc., M&I Brokerage Services, Inc., and Wells Fargo Investments, LLC. Sara holds the Series 6, 7, and 63 securities licenses.

Firm Information

Sara Marschke 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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Sara Marschke’s Registration & Firm History

WI

11/28/2011 - Present

Northwestern Mutual Investment Services, LLC (Milwaukee WI)

NJ

08/12/2008 - 10/04/2011

ADP BROKER-DEALER, INC. (ROSELAND NJ)

CT

02/29/2008 - 08/08/2008

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)

MA

11/04/2005 - 02/29/2008

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

WI

07/15/2004 - 10/24/2005

M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)

WI

05/19/2003 - 06/07/2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

CA

05/02/2001 - 11/13/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

07/12/1999 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

ME

03/04/1999 - 07/12/1999

FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)

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Licenses & Designations

BC

Issued 02/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2011

Series 7 - General Securities Representative Examination

BC

Issued 03/03/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sara Megan Marschke.
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