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Todd M Grabner

Northwestern Mutual Investment Services, LLC

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About Todd M Grabner

Todd Grabner is a registered representative with Northwestern Mutual Investment Services, LLC. Todd's career in the financial services industry began in 2003 and is actively registered in 51 states and the District of Columbia. Todd also owns and operates Everlys Meeting and Events LLC. In addition, Todd is a 100% owner of rental property located in Minneapolis, MN, TMG Agency, LLC in Salt Lake City, UT, TMG Agency South, LLC, and a real estate investment property in Park City, UT. Todd is also part owner of an investment property in Cabo San Lucas, Mexico and another in Salt Lake City, UT.

Firm Information

Todd Grabner is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998 and based in Milwaukee, Wisconsin. The firm offers investment research, referrals to other advisors, and acts as an investment advisor, providing advisory services to various client types, including individuals, corporations, and insurance companies. They are registered with the SEC and in all 50 states, boasting a large network of licensed agents, investment advisor representatives, and registered representatives. The firm has been involved in several regulatory events and one arbitration disclosure.
Northwestern Mutual Investment Services, LLC

111 EAST BROADWAY

SALT LAKE CTY, UT 84111-5260

Not reported

Assets Under Management

1

Total Clients

10,224

Total Financial Advisors

Services Offered

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.

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investment research; referrals to other advisers

Investment research; referrals to other advisers

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Referral fees

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Todd Grabner’s Registration & Firm History

UT

05/29/2014 - Present

Northwestern Mutual Investment Services, LLC (SALT LAKE CTY UT)

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Licenses & Designations

BOTH

Issued 12/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 7/15/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 2/3/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/21/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 1/15/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 1/2/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 5/13/2008

Series 7 - General Securities Representative Examination

BC

Issued 7/14/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd M Grabner.
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