Ian Mitz, financial advisor Kennewick WA
93 score

Ian Mitz

CRD Number: 4484452
Current Firm: Northwestern Mutual Investment Services,llc

Ian Mitz (CRD# 4484452) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Kennewick, WA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2015 - Current 1
Northwestern Mutual Investment Services, LLC Kennewick, WA Jul 2010 - Current 6
Northwestern Mutual Life Insurance Company Milwaukee, WI Nov 2001 - Current 15
Northwestern Mutual Investment Services, LLC Kennewick, WA Feb 2008 - Mar 2016 8
Northwestern Mutual Investment Services LLC Milwaukee, WI Dec 2001 - Jul 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
Contact Info for Ian G. Mitz
Phone Number: 866-664-7737
Registered State(s):
  • WA
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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