Jake Luthardt, financial advisor Milwaukee WI

Jake Luthardt

CRD Number: 6595816
Current Firm: Northwestern Mutual Investment Services,llc

Jake Luthardt (CRD# 6595816) 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.

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Company Name Location Dates Years
Northwestern Mutual Investment Services, LLC Milwaukee, WI Nov 2019 - Current 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2019 - Current 2
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
Dickinson County Parks Iron Mountain, MI May 2013 - Sep 2013 < 1
Bay De Noc Community College Iron Mountain, MI Jan 2013 - May 2013 < 1
Unemployed Kingsford, MI Dec 2012 - May 2013 < 1
Carroll University Athletic Facility Waukesha, WI Sep 2012 - Dec 2012 < 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2016
S65 NASAA Investment Advisors Law Examination Jul 2018
Contact Info for Jake R. Luthardt
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
  • 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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