Unclaimed
Timothy D Salm is a financial professional with over 10 years of experience in the industry. Timothy is currently registered with Northwestern Mutual Investment Services, LLC in Appleton, Wisconsin, and is licensed to provide investment advice in both Wisconsin and Florida. Timothy has previously worked with Thrivent Investment Management Inc. and has experience working with both individuals and businesses. Timothy specializes in investment research and referrals to other advisors.
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
08/22/2019 - Present
Northwestern Mutual Investment Services, LLC (APPLETON WI)
WI
09/01/2008 - 08/02/2019
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 05/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/24/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Salm is the right advisor for you? Invested Better is here to help.