Courtney UmhoeferCRD 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 5 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
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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