Michael Whalen (CRD# 1005715) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Coral Gables, FL and has over 19 years of experience in the finance industry.
CRD# 2145424
Northstar Financial Planners, Inc.
Score
105
CRD# 5301972
Camerondowning, LLC
Score
103
CRD# 1280216
Fin-est Investment Advisors, LLC
Score
103
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Current | 1 |
| Northwestern Mutal Life Equity Services | Coral Gables, FL | Nov 1982 - Current | 34 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Jul 1981 - Current | 36 |
| Northwestern Mutual Life | Dayton, OH | Jul 1980 - Current | 37 |
| Northwestern Mutual Investment Services, LLC | Coral Gables, FL | Oct 2013 - Mar 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1998 |
- FL
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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
- Selection of other advisers (including private fund managers)
- 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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