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Scott B Ehrlich

Northwestern Mutual Investment Services, LLC

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About Scott B Ehrlich

Scott Ehrlich is an investment advisor representative with Northwestern Mutual Investment Services, LLC, in King of Prussia, PA. Scott has been in the financial industry since 2011. Scott has a Series 6, 7, 26, 63 and 65 license. Scott is also registered as an Investment Advisor in Pennsylvania. Scott works with clients to develop financial plans and investment strategies. Scott also offers financial planning services and referrals to other advisors. Scott provides investment research and referrals to other advisors.

Firm Information

Scott Ehrlich 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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Scott Ehrlich’s Registration & Firm History

PA

05/28/2020 - Present

Northwestern Mutual Investment Services, LLC (KNG OF PRUSSIA PA)

PA

02/04/2011 - 11/30/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)

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Licenses & Designations

IA

Issued 11/28/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/26/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott B Ehrlich.
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