Kyle Wick, financial advisor Irving TX
93 score

Kyle Wick

CRD Number: 5544038
Current Firm: Northwestern Mutual Investment Services,llc

Kyle Wick (CRD# 5544038) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Irving, TX and has over 4 years of experience in the finance industry. Kyle Wick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Irving, TX Dec 2014 - Current 2
Northwestern Mutual Investment Services, LLC Irving, TX Feb 2012 - Current 4
Northwestern Mutual Life Insurance Company Milwaukee, WI Dec 2011 - Current 5
Danville Bank Danville, IA Jun 2010 - Oct 2011 1
Pssi Mt. Pleasant, IA Aug 2009 - May 2010 < 1
Ups Coralville, IA Jun 2009 - Aug 2009 < 1
University Of Iowa Iowa City, IA Jan 2006 - Jul 2009 3
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2008 - Dec 2008 < 1
Graze Restaurant Iowa City, IA Nov 2007 - Mar 2008 < 1
Summit Bar Iowa City, IA Nov 2006 - Nov 2007 1
Boston's Restaurant Coralvilla, IA May 2007 - Aug 2007 < 1
Tan Tar A Golf Course Osage Beach, MO May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
Contact Info for Kyle P. Wick
Phone Number: 866-664-7737
Registered State(s):
  • TX
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
93
Clean Record
This advisor has a clean track record with regulators.

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