Christopher Fugman, financial advisor Milwaukee WI
96 score

Christopher Fugman

CRD Number: 5616629
Current Firm: Northwestern Mutual Investment Services,llc

Christopher Fugman (CRD# 5616629) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Milwaukee, WI and has over 7 years of experience in the finance industry. Christopher Fugman 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 Dec 2013 - Current 3
Northwestern Mutual Investment Services, LLC Glendale, WI Dec 2008 - Current 8
Northwestern Mutual Life Insurance Company Milwaukee, WI Nov 2008 - Current 8
Northwestern Mutual Investment Services, LLC Glendale, WI Feb 2012 - Mar 2016 4
Southwestern Company Nashville, TN Sep 1997 - Nov 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
Contact Info for Christopher C. Fugman
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
96
Clean Record
This advisor has a clean track record with regulators.

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