William Boyle, financial advisor Milwaukee WI
93 score

William Boyle

CRD Number: 5372628
Current Firm: Northwestern Mutual Investment Services,llc

William Boyle (CRD# 5372628) 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.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Milwaukee, WI Sep 2007 - Current 9
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2007 - Current 9
Northwestern Mutual Investment Services, LLC Milwaukee, WI Jan 2015 - Mar 2016 1
University Of Wi - Madison Madison, WI Dec 2004 - May 2007 2
City Of Green Bay Green Bay, WI Jun 2000 - Apr 2007 6
P/c Nametag Verona, WI Jan 2006 - Jan 2007 1
Wausau Insurance/liberty Mutual Wausau, WI May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Aug 2008
Contact Info for William M. Boyle
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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