James Zoller, financial advisor Boulder CO

James Zoller

CRD Number: 2092770
Current Firm: Northwestern Mutual Investment Services,llc

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.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2007 - Current 16
Northwestern Mutual Investment Services, LLC Denver, CO Aug 1990 - Current 33
Northwestern Utual Life Ins Company Milwaukee, WI Jun 1990 - Current 33
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
Contact Info for James G. Zoller
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
  • 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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