Unclaimed
Susan Yentz is a financial advisor with Northwestern Mutual Investment Services, LLC in GRAND RAPIDS, MI. Susan holds the Series 6, Series 63, and SIE licenses and has been working in the financial industry since 2004. Susan's primary focus is providing investment advice and research to clients, including referrals to other advisors. Susan is registered to offer financial services in Michigan and Texas.
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
MI
01/26/2004 - Present
Northwestern Mutual Investment Services, LLC (GRAND RAPIDS MI)
BC
Issued 02/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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