Best Investors Account Sign in
Claim This Profile
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
GA RA APPROVED 2014-04-18
  • GA RA
    APPROVED
    Since 2014-04-18

Branch Locations

1100 Peachtree St Ne Ste 1000, Atlanta, GA 30309 • 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 Atlanta GA 10/2011 Present
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2011 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 01/2016 Present
  • 10/2011 → Present
    Atlanta, GA
  • 09/2011 → Present
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 01/2016 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
Other Businesses

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. JPI FAMILY TRUST, INVESTMENT-RELATED, TRUST HOLDINGS OF FAMILY ASSETS, CO-TRUSTEE FAMILY MEMBER, STR 9/13/2012, 2HRS/MTH, 0HRS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-04-12
S63 Uniform Securities Agent State Law Examination 2011-04-20
  • S65 Uniform Investment Adviser Law Examination
    2014-04-12
  • S63 Uniform Securities Agent State Law Examination
    2011-04-20
Other Names
  • Zachry Young
  • Fugitt Z Young

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Atlanta, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor