Geoffrey Kasse, financial advisor Pittsburgh PA
93 score

Geoffrey Kasse

CRD Number: 3134489
Current Firm: Northwestern Mutual Investment Services,llc

Geoffrey Kasse (CRD# 3134489) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Pittsburgh, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jun 2011 - Current 5
Northwestern Mutual Investment Services, LLC Pittsburgh, PA May 1999 - Current 17
Northwestern Mutual Life Ins. Company Milwaukee, WI Jan 1999 - Current 17
Northwestern Mutual Investment Services, LLC Pittsburgh, PA Apr 2008 - Mar 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1999
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Geoffrey P. Kasse
Phone Number: 866-664-7737
Registered State(s):
  • PA
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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