Jake Luthardt (CRD# 6595816) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Milwaukee, WI and has over 8 years of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Nov 2019 - Current | 4 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Sep 2019 - Current | 4 |
| Robert W Baird & Company, Incorporated | Milwaukee, WI | Nov 2017 - Sep 2019 | 1 |
| Umb Fund Services | Milwaukee, WI | Nov 2016 - Nov 2017 | 1 |
| Wells Fargo Funds Distributor | Menomonee Falls, WI | Jan 2016 - Nov 2016 | < 1 |
| Broyer Home Repair | Green Bay, WI | Nov 2015 - Jan 2016 | < 1 |
| Wisconsin Land Surveying | New Franken, WI | Apr 2015 - Nov 2015 | < 1 |
| University Of Wisconsin, Green Bay | Green Bay, WI | Sep 2014 - May 2015 | < 1 |
| Kress Events Center | Green Bay, WI | Aug 2014 - May 2015 | < 1 |
| Wisconsin Land Surveying | New Franken, WI | May 2014 - Aug 2014 | < 1 |
| Kress Events Center | Green Bay, WI | Sep 2013 - May 2014 | < 1 |
| University Of Wisconsin, Green Bay | Green Bay, WI | Sep 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2018 |
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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
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 derived from SEC.gov data covering 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.
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.