Kasey Bree Gartner

Employer firm

Northwestern Mutual Investment Services, LLC CRD 2881

1 advisory clients

Reported services (Item 5G)

• INVESTMENT RESEARCH; REFERRALS TO OTHER ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2004 → Present
  Northwestern Mutual Investment Services Llc
  Atlanta, GA
• 05/2007 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2012 → Present
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2016 → Present
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Previous Registrations

• 2006-11-15 → 2007-04-30
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI

Other Businesses

1. MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND /OR DISABILITY INCOME INSURANCE PRODUCTS. 2. COACHING OTHER NM ADVISORS, START DATE: 09/11/2018, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, COACHING OTHER NM ADVISORS OUTSIDE OUR NETWORK OFFICE AROUND RUNNING AND BUILDING THEIR FINANCIAL SERVICES PRACTICE 3. 100% OWNER, COMPETITIVE BODY BUILDING, 4319 KINGSTON GATE COVE, ATLANTA, , GEORGIA, 30341, UNITED STATES OF AMERICA, NON-FINANCIAL SERVICES BUSINESS, START DATE: 10/01/2021, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PROFESSIONAL BODY BUILDER 4. OWNER, KBG, LLC, LEGAL ENTITY - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 09/05/2024, HOURS PER MONTH: 80+, HOURS DURING SECURITIES TRADING HOURS: 80+, LEGAL ENTITY ESTABLISHED FOR BUSINESS PURPOSES, INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-03
• S63 Uniform Securities Agent State Law Examination
  2004-07-16

Other Names

• Kasey Bree Chanin