Advisor moves

Arrivals at Northwestern Mutual Investment Services,LLC

1,632 moves
AdvisorFromToTypeLeftRegistered
Jeovany E ZelayaOrion Portfolio Solutions, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherApr 5, 2021Jan 26, 2026 (1757 d)
O'Zell GoldenU.S. Bancorp Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherApr 1, 2021Apr 29, 2021
Rob Nicholas StonePrincipal Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 31, 2021Feb 1, 2023 (672 d)
James BuckleyEagle Strategies LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 30, 2021Apr 7, 2021
Gregory Nelson PhillipsOsaic Institutions, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 30, 2021Apr 8, 2021
Karina BeydaGwn Securities Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 26, 2021Jun 7, 2021 (73 d)
Krista Marie BelscamperRobert W. Baird & Co. Incorporated mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 25, 2021Jan 1, 2025 (1378 d)
Victoria NenchevCetera Investment Advisers LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 25, 2021Apr 7, 2021
Shane Kyle StromeiEagle Strategies LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 17, 2021Apr 5, 2021
Gino RussoUcap Americas mixed wealthNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 16, 2021Feb 25, 2022 (346 d)
Michael Charles BurroughsPrincipal Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 5, 2021Apr 16, 2021 (42 d)
Catherine Coffin CawoodWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 5, 2021May 25, 2021 (81 d)
Jennifer E ReedWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 2, 2021Mar 19, 2021
Angela Marie ThompsonRBC Capital Markets, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherMar 2, 2021Jul 26, 2022 (511 d)
Timothy Taylor RickeyWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 26, 2021Jun 16, 2021 (110 d)
Michael PolitowiczSchwab Wealth Advisory, Inc. no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 25, 2021Apr 28, 2025 (1523 d)
Susan Margaret HerrickAmeriprise Financial Services, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 24, 2021Oct 27, 2021 (245 d)
Robert Nicholas LakosilRBC Securities, Inc. independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 24, 2021Jan 1, 2026 (1772 d)
James CooperEquitable Advisors, LLC national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 24, 2021Apr 5, 2021 (40 d)
Andrew Jay WhitakerCambridge Investment Research Advisors, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 17, 2021Sep 25, 2025 (1681 d)
Erik Benjamin HallenbeckFidelity Personal And Workplace Advisors BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 16, 2021Apr 7, 2021 (50 d)
Daniel KleytmanBmo Harris Financial Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 11, 2021Apr 8, 2021 (56 d)
Michael EisenstadtMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 8, 2021Mar 17, 2021 (37 d)
Brett J PawelkiewiczRedwing Financial state registeredNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 4, 2021Apr 16, 2021 (71 d)
James Harrison RandallEdward Jones national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 4, 2021Aug 11, 2021 (188 d)
Tracy Jean YoungRaymond James Financial Services Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 27, 2021Jun 16, 2021 (140 d)
John Taylor RhettUBS Financial Services Inc. wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 22, 2021Feb 22, 2021 (31 d)
Jose De Jesus Lopez-MedelWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 21, 2021Feb 11, 2021
William DouglasMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 19, 2021Feb 25, 2021 (37 d)
Grace Elizabeth BeachSound Financial Planning, Inc. unclassifiedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 18, 2021Mar 23, 2021 (64 d)
Mitchell HowardCharles Schwab & Co., Inc. national BDNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 15, 2021Feb 10, 2021
Roger Lyle BeamanWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 14, 2021Jan 13, 2021
Thomas Huffman EngelhardTransamerica Retirement Advisors, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 12, 2021Jun 7, 2021 (146 d)
James Kirk BairdTd Ameritrade, Inc. no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 11, 2021Feb 17, 2021 (37 d)
Jamie Dewayne CarmackTd Ameritrade, Inc. no RAUMNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 11, 2021Feb 16, 2021 (36 d)
Matthew M AndersonTd Ameritrade Investment Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherJan 11, 2021Jan 1, 2025 (1451 d)
James Robert RichardsBmo Harris Financial Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherJan 5, 2021Jan 22, 2021
Kelly Ileen JordanTd Ameritrade Investment Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherDec 31, 2020May 25, 2022 (510 d)
John KonefalTd Ameritrade Investment Management, LLC independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherDec 31, 2020Feb 3, 2021 (34 d)
Dea HarizajMorgan Stanley wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 17, 2020Jan 27, 2021 (41 d)
Mary Anne HartiganRaymond James Financial Services Advisors, Inc BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 9, 2020Sep 22, 2025 (1748 d)
Peyton WilliamsPrincipal Securities, Inc. BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 4, 2020May 26, 2021 (173 d)
Jeremiah Harrison Askew KinzieJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherDec 1, 2020Dec 10, 2020
Brett DriesEagle Strategies LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 30, 2020Jan 4, 2021 (35 d)
Michelle Renee GarvensPark Avenue Securities LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 25, 2020Jan 21, 2022 (422 d)
Steven Brant RosePruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 23, 2020Jan 12, 2022 (415 d)
Lindsay GriesemerLPL Financial LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 23, 2020Jan 5, 2021 (43 d)
Joshua Patrick PucciniEmpower Advisory Group, LLC institutionalNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 19, 2020Jun 6, 2025 (1660 d)
Justin Andrew Thompson HowardCredit Union Investment Services state registeredNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 19, 2020Dec 1, 2020
Taylor Walker KeanPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 19, 2020Dec 11, 2020
Neal RobinsonJ.P. Morgan Securities LLC wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 18, 2020Aug 25, 2021 (280 d)
John ShashatyPruco Securities, LLC BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 17, 2020Dec 14, 2020
Ivelisse Perez McsweeneyWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 16, 2020Dec 15, 2020
Karim BekkadjaAdvice And Planning Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 13, 2020Nov 29, 2022 (746 d)
Eugene GershmanAdvice And Planning Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 13, 2020Mar 1, 2021 (108 d)
David Alfred HollowayAdvice And Planning Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 13, 2020Nov 13, 2020
Andrew William PrydeAdvice And Planning Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 13, 2020May 6, 2021 (174 d)
Chad C AltadonnaAdvice And Planning Services BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 13, 2020Dec 1, 2020
James A DunnWells Fargo Advisors wirehouseNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 10, 2020Apr 29, 2021 (170 d)
Robin Leslie Faulkner-HarrisonWaddell & Reed BD affiliatedNorthwestern Mutual Investment Services,LLC no RAUMOtherNov 2, 2020Mar 22, 2021 (140 d)
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