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Anthony Paul Ivancich

Northwestern Mutual Investment Services, LLC

Monterey, CA

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Current Employers
Northwestern Mutual Investment Services, Llc

720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

479 Pacific St Ste 1, Monterey, CA 93940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northwestern Mutual Investment Services, Llc Pleasanton CA 01/2012 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2016 09/2020
David Eisenhauer Walnut Creek CA 01/2016 09/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2020 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 09/2020 Present
  • 01/2012 → Present
    Northwestern Mutual Investment Services, Llc
    Pleasanton, CA
  • 06/2016 → 09/2020
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2016 → 09/2020
    David Eisenhauer
    Walnut Creek, CA
  • 09/2020 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2020 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-27
S63 Uniform Securities Agent State Law Examination 2012-03-19
  • S65 Uniform Investment Adviser Law Examination
    2014-02-27
  • S63 Uniform Securities Agent State Law Examination
    2012-03-19

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · Monterey, CA
EDWARD JONES · Monterey, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Monterey, CA
FIRST COMMAND ADVISORY SERVICES · Monterey, CA
MODERN WEALTH MANAGEMENT, LLC · MONTEREY, CA
DEL MONTE CAPITAL, INC. · MONTEREY, CA
MORGAN STANLEY · Monterey, CA
STRATEGIC ADVISERS LLC · MONTEREY, CA

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