Gary Roe (CRD# 1038445) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Fenton, MI and has over 37 years of experience in the finance industry.
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Investment Services LLC | Fenton, MI | Mar 2020 - Current | 4 |
| Joseph Birchmeier | Troy, MI | Feb 2020 - Current | 4 |
| American Heritage Life | Jacksonville, FL | Jan 2020 - Feb 2020 | < 1 |
| Allstate Insurance Company | Howell, MI | Jul 2017 - Dec 2019 | 2 |
| Allstate Financial Services | Lincoln, NE | Jul 2017 - Dec 2019 | 2 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Jun 2017 | 1 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Jun 1986 - Jun 2017 | 31 |
| The Northwestern Mutual Life Insurance C | Milwaukee, WI | Jun 1980 - Jun 2017 | 37 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 1977 - Jun 2017 | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- MI
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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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