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Michelle Chavez

Northwestern Mutual Investment Services, LLC

Irvine, CA

CRD 6583317

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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:

Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-10-13
  • CA RA
    APPROVED
    Since 2017-10-13

Branch Locations

18575 Jamboree Rd Ste 400, Irvine, CA 92612 • 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
Robert Grimm Irvine CA 02/2017 Present
Northwestern Mutual Investment Services Llc Irvine CA 04/2017 Present
Brett J Bissell Irvine CA 03/2015 04/2017
Brett Bissell Irvine CA 04/2017 Present
Robert A Grimm Irvine CA 03/2015 04/2017
Northwestern Mutual Wealth Management Company Milwaukee WI 06/2018 Present
  • 02/2017 → Present
    Robert Grimm
    Irvine, CA
  • 04/2017 → Present
    Northwestern Mutual Investment Services Llc
    Irvine, CA
  • 03/2015 → 04/2017
    Brett J Bissell
    Irvine, CA
  • 04/2017 → Present
    Brett Bissell
    Irvine, CA
  • 03/2015 → 04/2017
    Robert A Grimm
    Irvine, CA
  • 06/2018 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-12
  • S66 Uniform Combined State Law Examination
    2017-10-12
Other Names
  • Michelle Chavez

View on SEC IAPD

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