Daniel Webb, financial advisor Boulder CO
90 score

Daniel Webb

CRD Number: 6148794
Current Firm: Northwestern Mutual Investment Services,llc

Daniel Webb (CRD# 6148794) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boulder, CO and has over 3 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 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jan 2013 - Current 3
Northwestern Mutual Investment Services, LLC Denver, CO Jan 2013 - Current 3
Northwestern Mutual Investment Services, LLC Boulder, CO Aug 2015 - Mar 2016 < 1
Jon D Williams Cotillions Denver, CO Dec 2009 - Dec 2012 3
Houston's Restaurant Denver, CO Mar 2009 - Jan 2010 < 1
Unemployed Aurora, CO Dec 2008 - Mar 2009 < 1
Nexen Petroleum Inc. Plano, TX May 2008 - Dec 2008 < 1
Southern Methodist University Dallas, TX Aug 2004 - Dec 2008 4
City Vet Uptown Dallas, TX May 2007 - Jul 2007 < 1
Southern Methodist Uni Versity Dallas, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Daniel H. Webb
Phone Number: 866-664-7737
Registered State(s):
  • CO
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
90
Clean Record
This advisor has a clean track record with regulators.

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