Chad Guerrero, financial advisor Franklin WI

Chad Guerrero

CRD Number: 3141852
Current Firm: Northwestern Mutual Investment Services,llc

Chad Guerrero (CRD# 3141852) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Franklin, WI and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC Franklin, WI Jun 2018 - Current 3
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2018 - Current 3
Unemployed San Antonio, TX Jan 2018 - Apr 2018 < 1
Usaa Investment Management Company San Antonio, TX Sep 2017 - Dec 2017 < 1
Usaa Life Insurance Company San Antonio, TX Feb 1999 - Dec 2017 18
Usaa Financial Planning Services San Antonio, TX Jan 2010 - Sep 2015 5
Usaa Financial Advisors, Inc. San Antonio, TX Jan 2009 - Sep 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Chad R. Guerrero
Phone Number: 866-664-7737
Registered State(s):
  • WI
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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