John Okelley, financial advisor Seattle WA

John Okelley

CRD Number: 3051254
Current Firm: Northwestern Mutual Investment Services,llc

John Okelley (CRD# 3051254) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Seattle, WA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current 8
Basalt Cellars Clarkston, WA Feb 2010 - Current 14
Northwestern Mutual Investment Services, LLC Everett, WA May 1999 - Current 24
Northwestern Mutual Life Ins Co Milwaukee, WI Sep 1998 - Current 25
Quantun Plan Services,inc Everett, WA Jun 1994 - Current 29
Northwestern Mutual Investment Services, LLC Portland, OR Dec 2013 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for John K. Okelley
Phone Number: 866-664-7737
Registered State(s):
  • OR
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
  • 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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