James Zoller (CRD# 2092770) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Boulder, CO and has over 30 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | May 2007 - Current | 17 |
| Northwestern Mutual Investment Services, LLC | Denver, CO | Aug 1990 - Current | 33 |
| Northwestern Utual Life Ins Company | Milwaukee, WI | Jun 1990 - Current | 34 |
| Northwestern Mutual Investment Services, LLC | Boulder, CO | Jul 2005 - Mar 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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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