Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Rowe Zaeske is an active investment advisor representative at Northwestern Mutual Investment Services, LLC in Milwaukee, Wisconsin. Todd has over 20 years of experience in the financial services industry. Todd has held previous roles with Pruco Securities, LLC, Securities America, Inc, Wells Fargo Advisors, LLC, Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Charles Schwab & Co., Inc. Todd holds the Series 7, Series 6, Series 63, and Series 65 licenses.
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
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2
WI
05/08/2023 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
03/28/2017 - 09/12/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)
WI
05/21/2014 - 12/04/2014
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
WI
07/05/2013 - 05/22/2014
SECURITIES AMERICA, INC. (CEDARBURG WI)
WI
03/15/2011 - 06/07/2013
WELLS FARGO ADVISORS, LLC (MENOMONEE FALLS WI)
WI
02/15/2006 - 03/16/2011
CHASE INVESTMENT SERVICES CORP. (WEST BEND WI)
NY
10/14/2004 - 12/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WI
12/06/2002 - 02/03/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
TX
04/09/1999 - 11/25/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
WI
07/09/1996 - 12/02/1998
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
IA
Issued 01/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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