Unclaimed
Timothy Mcdaniel Heidt is a financial advisor with over 25 years of experience in the industry. Timothy currently works at Northwestern Mutual Investment Services, LLC where he has been employed since 2003. Timothy is a licensed Series 6 and Series 63 registered representative and has also passed the Securities Industry Essentials (SIE) exam. Prior to joining Northwestern Mutual Investment Services, LLC, Timothy has held positions at Strong Investments, Inc. and Robert W. Baird & Co. Incorporated.
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
07/18/2003 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
10/21/1996 - 04/15/2002
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
WI
02/01/1995 - 03/27/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
02/01/1995 - 03/26/1996
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
09/07/1993 - 10/27/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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