James Teteak, financial advisor Middleton WI
89 score

James Teteak

CRD Number: 6261095
Current Firm: Northwestern Mutual Investment Services,llc

James Teteak (CRD# 6261095) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Middleton, WI Jan 2014 - Current 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Nov 2013 - Current 3
Northwestern Mutual Investment Services LLC Middleton, WI Nov 2014 - Mar 2016 1
Rule The Room, LLC Middleton, WI May 2013 - Nov 2013 < 1
Walgreens Company Cross Plains, WI May 1995 - May 2013 18
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for James H. Teteak
Phone Number: 866-664-7737
Registered State(s):
  • WI
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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