Kate Wright, financial advisor Indianapolis IN
89 score

Kate Wright

CRD Number: 6075317
Current Firm: Northwestern Mutual Investment Services,llc

Kate Wright (CRD# 6075317) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Indianapolis, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Dec 2014 - Current 2
Northwestern Mutual Investment Services LLC Indianapolis, IN Oct 2014 - Current 2
Keenan Blanchford Indianapolis, IN Sep 2014 - Current 2
Northwestern Mutual Investment Services, LLC Indianapolis, IN Dec 2014 - Mar 2016 1
Keenan Blanchford Indianapolis, IN Jul 2014 - Sep 2014 < 1
Merrill Lynch Indianapolis, IN May 2012 - Jul 2014 2
The Kroger Co Indianapolis, IN Jun 2009 - Jun 2012 3
Student West Lafayette, IN Aug 2002 - Jun 2009 6
Krannert School Of Management Business Office Purdue University West Lafayette, IN Aug 2008 - Oct 2008 < 1
Krannert School Of Management Business Office Purdue University West Lafayette, IN Sep 2007 - Jun 2008 < 1
The Limited Lafayette, IN Dec 2007 - Mar 2008 < 1
Trade Secret Lafayette, IN Oct 2007 - Dec 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Kate Wright
Phone Number: 866-664-7737
Registered State(s):
  • IN
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
89
Clean Record
This advisor has a clean track record with regulators.

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