Andrew Cesar, financial advisor Delafield WI
97 score

Andrew Cesar

CRD Number: 6017174
Current Firm: Northwestern Mutual Investment Services,llc

Andrew Cesar (CRD# 6017174) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Delafield, WI and has over 4 years of experience in the finance industry. Andrew is best known for his expertise in maximizing Social Security benefits, tax-mitigation strategies, and insurance planning. 

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company, LLC Delafield, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Delafield, WI Sep 2012 - Dec 2015 3
Northwestern Mutual Life Insurance Company Watertown, WI Feb 2012 - Sep 2012 < 1
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Sep 2012
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination May 2014
S7 General Securities Representative Examination (GS) May 2015
Contact Info for Andrew C. Cesar
Phone Number: (608) 290-6853
Registered State(s):
  • WI
  • IL
  • MN
  • NC
  • FL
  • OH
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
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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