Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane Wohlschlegel is a registered representative with Northwestern Mutual Investment Services, LLC, a firm headquartered in Milwaukee, WI. Shane joined the industry in February of 2020. Shane holds the Series 63, Series 7, and Series 6 licenses and is currently registered in Kentucky. Shane is affiliated with the Louisville, KY branch of Northwestern Mutual Investment Services, LLC.
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
KY
02/28/2020 - Present
Northwestern Mutual Investment Services, LLC (LOUISVILLE KY)
BC
Issued 05/08/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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