Terilyn SchwartzCRD Number: 6292190
Current Firm: Northwestern Mutual Investment Services,llc
Terilyn Schwartz (CRD# 6292190) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Columbus, IN and has over 2 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Mcavoy Kemp Wealth Management, LLC
Smi Advisory Services, LLC
|Northwestern Mutual Investment Services, LLC||Columbus, IN||Sep 2014 - Current||2|
|Northwestern Mutual Investment Services LLC||Columbus, IN||Apr 2014 - Current||2|
|Matthew Carothers||Columbus, IN||Apr 2014 - Current||2|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Sep 2014 - Mar 2016||1|
|Harrison Lake Country Club||Columbus, IN||Apr 2013 - Feb 2014||< 1|
|Unemployed||Columbus, IN||Feb 2013 - Apr 2013||< 1|
|Siho Insurance Services||Columbus, IN||Oct 2012 - Feb 2013||< 1|
|North Park Dentistry||Columbus, IN||Apr 2012 - Oct 2012||< 1|
|Unemployed||Columbus, IN||May 2011 - Apr 2012||< 1|
|Kirr Marbach And Co LLC||Columbus, IN||Jun 2006 - May 2011||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.