Gabriela Urquizo (CRD# 6198527) 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.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Jul 2020 - Current | 3 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2020 - Current | 3 |
| Ellenbecker Investment Group | Pewaukee, WI | May 2016 - May 2020 | 4 |
| Infinity Benefit Solutions | Milwaukee, WI | Nov 2014 - May 2016 | 1 |
| Northwestern Mutual Investment Services LLC | Milwaukee, WI | Nov 2014 - May 2016 | 1 |
| Infinity Benefit Solutions | Milwaukee, WI | Jul 2014 - Nov 2014 | < 1 |
| Robert W. Baird & Co | Milwaukee, WI | May 2013 - May 2014 | 1 |
| Student | Milwaukee, WI | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2017 |
- WI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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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