Jacob Dee (CRD# 6937461) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Franklin, WI and has over 5 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Investment Services, LLC | Franklin, WI | Sep 2019 - Current | 4 |
| Northwestern Mutual Life Insurance Company | Franklin, WI | Aug 2019 - Current | 4 |
| Principal Life Insurance Company | Oostburg, WI | Jul 2018 - Aug 2019 | 1 |
| Principal Securities Inc. | Oostburg, WI | Jul 2018 - Aug 2019 | 1 |
| Jimmy Johns | Lacrosse, WI | Sep 2017 - May 2018 | < 1 |
| Unemployed | Madison, WI | May 2017 - Sep 2017 | < 1 |
| Uw-madison | Madison, WI | Oct 2014 - May 2017 | 2 |
| Student | Madison, WI | Aug 2013 - May 2017 | 3 |
| Jimmy Johns | Lacrosse, WI | Jun 2015 - Aug 2015 | < 1 |
| Dahl Ford Automotive | Onalaska, WI | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
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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
- 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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