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William Jacob Cohn

Northwestern Mutual Investment Services, LLC

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About William Jacob Cohn

William Cohn is a financial advisor with Northwestern Mutual Investment Services, LLC, with 16 years of experience in the industry. William is a Registered Representative and Investment Advisor Representative, holding Series 6, 7, 63 and 65 licenses. He has a strong background in securities and investment company products, with experience in various markets including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and Washington. William specializes in providing investment research, referrals to other advisors, and other services. He is also the owner of Jake Cohn LLC, a non-investment-related business, and HK Insurance Services LLC, a business with investment-related activities.

Firm Information

William Cohn is currently registered with Northwestern Mutual Investment Services, LLC. Northwestern Mutual Investment Services, LLC is a Limited Liability Company formed in June 1998. Headquartered in Milwaukee, Wisconsin, the firm provides investment research and referrals to other advisors. They are registered with the SEC and in all 50 states. The firm has over 2,000 licensed agents, investment advisor representatives, and registered representatives.
Northwestern Mutual Investment Services, LLC

720 EAST WISCONSIN AVENUE

MILWAUKEE, WI 53202-4797

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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William Cohn’s Registration & Firm History

MO

01/26/2018 - Present

Northwestern Mutual Investment Services, LLC (SAINT LOUIS MO)

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Licenses & Designations

IA

Issued 07/15/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2018

Series 7 - General Securities Representative Examination

BC

Issued 04/14/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Jacob Cohn.
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