Courtney Umhoefer, financial advisor Milwaukee WI
90 score

Courtney Umhoefer

CRD Number: 6030675
Current Firm: Northwestern Mutual Investment Services,llc

Courtney Umhoefer (CRD# 6030675) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Milwaukee, WI and has over 4 years of experience in the finance industry.

Similar Advisors
Justus Morgan, financial advisor Milwaukee WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Milwaukee WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Similar Advisors
Michael Archimede, financial advisor Milwaukee WI
Michael Archimede
CRD# 5701306
Primerica Advisors
Score
100
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI May 2016 - Current < 1
Jerry David Milwaukee, WI Mar 2016 - Current < 1
Northwestern Mutual Investment Services LLC Milwaukee, WI Mar 2016 - Current < 1
Robert W Baird Milwaukee, WI Feb 2014 - Feb 2016 2
Lake Country Wealth Management Delafield, WI Feb 2013 - Feb 2014 1
Next Financial Group Inc. Delafield, WI Feb 2013 - Feb 2014 1
Great West Financial Glendale, WI Feb 2012 - Feb 2013 1
Princl Trucking Jackson, WI Nov 2011 - Feb 2012 < 1
Peru Federal Savings Peru, IL Aug 2011 - Nov 2011 < 1
Kohls Peru, IL Aug 2011 - Aug 2011 < 1
Family Video Ottawa, IL Aug 2011 - Aug 2011 < 1
Student Columbus, OH Jul 2010 - Aug 2011 1
Jp Morgan Chase Columbus, OH May 2009 - Jul 2010 1
Ozaukee Bank Bmo Harris Thiensville, WI Aug 2007 - May 2009 1
Village Bp Thiensville, WI Jan 2003 - May 2009 6
Videoland Winona, MN Sep 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Courtney M. Umhoefer
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

Ready to hire a financial advisor? Get competitive proposals from Courtney Umhoefer and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.