David Moffett, financial advisor Bemidji MN
96 score

David Moffett

CRD Number: 1031345
Current Firm: Northwestern Mutual Investment Services,llc

David Moffett (CRD# 1031345) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bemidji, MN and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Milwaukee, WI Jun 1981 - Current 35
The Northwestern Mutual Life Insurance C Milwaukee, WI Jan 1977 - Current 39
Northwestern Mutual Investment Services Bemidji, MN Dec 2008 - Mar 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
Contact Info for David J. Moffett
Phone Number: 866-664-7737
Registered State(s):
  • MN
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
96
Clean Record
This advisor has a clean track record with regulators.

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