Anastasia Potapova, financial advisor Bellingham WA
93 score

Anastasia Potapova

CRD Number: 5612478
Current Firm: Northwestern Mutual Investment Services,llc

Anastasia Potapova (CRD# 5612478) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bellingham, WA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
David De Young Bellingham, WA Jan 2015 - Current 1
Northwestern Mutual Investment Services, LLC Bellingham, WA Nov 2011 - Current 5
Paul Twedt Bellingham, WA Sep 2011 - Jan 2015 3
Merrill Lynch Bellingham, WA Sep 2010 - May 2011 < 1
Unemployed Colorado Springs/bellingham, CO Sep 2009 - Sep 2010 1
Wells Fargo Investments Colorado Springs, CO Oct 2008 - Sep 2009 < 1
Wells Fargo Bank Colorado Springs, CO Oct 2006 - Sep 2009 2
Tcf Bank Colorado Springs, CO Jul 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Anastasia V. Potapova
Phone Number: 866-664-7737
Registered State(s):
  • WA
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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