Brant Wiehardt, financial advisor Bozeman MT
78 score

Brant Wiehardt

CRD Number: 5919884
Current Firm: Northwestern Mutual Investment Services,llc

Brant Wiehardt (CRD# 5919884) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Bozeman, MT and has over 4 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 Investment Services, LLC Bozeman, MT Jun 2011 - Current 5
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2011 - Current 5
Designoptions LLC Bozeman, MT May 2003 - Current 13
Northwestern Mutual Investment Services, LLC Bozeman, MT Dec 2013 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Nov 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Brant M. Wiehardt
Phone Number: 866-664-7737
Registered State(s):
  • MT
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
78

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