Keena Allison, financial advisor Appleton WI
93 score

Keena Allison

CRD Number: 1346361
Current Firm: Northwestern Mutual Investment Services,llc

Keena Allison (CRD# 1346361) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Appleton, WI and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Mark Truettner Appleton, WI Dec 2015 - Current 1
Debra Blevons Appleton, WI Jan 2013 - Current 3
Northwestern Mutual Investment Services, LLC Appleton, WI Jan 2013 - Current 3
Debra Blevons Agency LLC Appleton, WI Oct 2012 - Jan 2013 < 1
Thrivent Investment Management Inc. Appleton, WI Nov 2006 - Oct 2012 5
Thrivent Financial For Lutherans Appleton, WI Sep 1989 - Oct 2011 22
Sumnicht & Associates Appleton, WI Nov 2004 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Keena L. Allison
Phone Number: 866-664-7737
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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