Unclaimed
Sean Algaier is a financial advisor with Northwestern Mutual Investment Services, LLC in Milwaukee, Wisconsin. Sean has been working in the financial services industry since July 24, 2016. Prior to joining Northwestern Mutual, Sean worked at WELLS FARGO FUNDS DISTRIBUTOR, LLC. Sean is licensed in Wisconsin and holds Series 63, 7, 26 and SIE licenses.
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
1
2
WI
09/30/2016 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
04/12/2016 - 06/17/2016
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
BC
Issued 04/06/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sean Algaier is the right advisor for you? Invested Better is here to help.