Myles Allingham, financial advisor Milwaukee WI

Myles Allingham

CRD Number: 6271760
Current Firm: Northwestern Mutual Investment Services,llc

Myles Allingham (CRD# 6271760) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Milwaukee, WI and has over 9 years of experience in the finance industry.

Similar Advisors
Robert Abbott, financial advisor Milwaukee WI
Robert C. Abbott
CRD# 170
Mutual Of Omaha Investor Services, Inc.
Similar Advisors
Robyn Abel, financial advisor Milwaukee WI
Robyn T. Abel
CRD# 6857150
Landaas & Company
Similar Advisors
Naomi Ackley, financial advisor Milwaukee WI
Naomi K. Ackley
CRD# 6289332
Annex Wealth Management, LLC
Company Name Location Dates Years
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2021 - Current 2
Northwestern Mutual Investment Services LLC Milwaukee, WI May 2021 - Current 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Oct 2019 - May 2021 1
Northwestern Mutual Investment Services LLC Charlotte, NC Jun 2019 - May 2021 1
Jennie Derby Charlotte, NC May 2019 - May 2021 2
Jacqueline Fish Charlotte, NC May 2019 - May 2021 2
Jacqueline Fish Charlotte, NC Apr 2019 - May 2019 < 1
Jennie Derby Charlotte, NY Apr 2019 - May 2019 < 1
Unemployed Charlotte, NC Mar 2019 - Mar 2019 < 1
Merrill Lynch Fairfax, VA Dec 2017 - Feb 2019 1
Raymond James Reston, VA Jan 2015 - Nov 2017 2
Spire Investment Partners Mclean, VA May 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2015
S65 NASAA Investment Advisors Law Examination Jan 2018
Contact Info for Myles P. Allingham
Phone Number: 866-950-4644
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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.