Joshua Willour, financial advisor Owatonna MN
96 score

Joshua Willour

CRD Number: 5590892
Current Firm: Northwestern Mutual Investment Services,llc

Joshua Willour (CRD# 5590892) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Owatonna, MN and has over 7 years of experience in the finance industry. Joshua Willour has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Mankato, MN Mar 2009 - Current 7
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2008 - Current 8
Minnesota State University Mankato, MN Aug 2005 - Current 11
Haugbeck Support Services Mankato, MN Aug 2006 - Mar 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2009
Contact Info for Joshua C. Willour
Phone Number: 866-664-7737
Registered State(s):
  • MN
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
96
Clean Record
This advisor has a clean track record with regulators.

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