Kelly Imig, financial advisor Appleton WI
93 score

Kelly Imig

CRD Number: 5448003
Current Firm: Northwestern Mutual Investment Services,llc

Kelly Imig (CRD# 5448003) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Appleton, WI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC Appleton, WI Sep 2008 - Current 8
Debra Blevons Appleton, WI Feb 2008 - Current 8
Winnebago County Social Services Dept. Oshkosh, WI Jan 2012 - Mar 2016 4
Northwestern Mutual Life Insurance Company Appleton, WI Oct 2007 - Mar 2008 < 1
Bergstrom Enterprise Motorcars Appleton, WI Feb 2005 - Oct 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2008
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Kelly M. Imig
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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