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Melissa K Stone

Northwestern Mutual Investment Services, LLC

Tulsa, OK

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Current Employers
Northwestern Mutual Investment Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-01-01
  • OK RA
    APPROVED
    Since 2025-01-01

Branch Locations

15 W 6Th St Ste 1825, Tulsa, OK 74119 • 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
Bokf, Na Tulsa OK 10/2021 07/2022
Brenntag Lubricants Houston TX 11/2020 10/2021
Exxonmobil Spring OK 07/2012 11/2020
Unemployed Jenks OK 07/2022 05/2023
Bok Financial Securities, Inc. Tulsa OK 10/2021 07/2022
Noah Parris Tulsa OK 05/2023 Present
Northwestern Mutual Investment Services Llc Tulsa OK 07/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2022-02-07
Other Names
  • Melissa Kelley Little
  • Melissa K Little
  • Melissa Kelley Stone

View on SEC IAPD

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KQ WEALTH MANAGEMENT LLC

Other Investors

OANH STANGER
DAVID MONROE POARCH
ROBERT BRETT KRAMER
AIMEE NICOLE BOYER
ROBERT WILIAM MOORE
JOEL BERNARD KANTOR
Jayme Don Fowler
Anthony Charles Dionisio

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Tulsa, OK
OAK CREEK PRIVATE WEALTH MANAGEMENT LLC · TULSA, OK
PINNACLE INVESTMENT ADVISORS · TULSA, OK
NATIVE AMERICAN FUND ADVISORS LLC · TULSA, OK
AMERITAS ADVISORY SERVICES, LLC · TULSA, OK
ARVEST WEALTH MANAGEMENT · Tulsa, OK
PRESCOTT GROUP CAPITAL MANAGEMENT L.L.C. · TULSA, OK
KQ WEALTH MANAGEMENT LLC · TULSA, OK

More in Tulsa, OK

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