William BoyleCRD 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 9 years of experience in the finance industry.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Current||2|
|Northwestern Mutual Investment Services, LLC||Milwaukee, WI||Sep 2007 - Current||10|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2007 - Current||11|
|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|
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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