Allan Sommer, financial advisor Portland OR

Allan Sommer

CRD Number: 7083832
Current Firm: Northwestern Mutual Investment Services,llc

Allan Sommer (CRD# 7083832) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Portland, OR and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sandi Jo Goddard Bend, OR Mar 2022 - Current < 1
Jonathan London Portland, OR May 2021 - Current 1
Kristie Hill Portland, OR Sep 2020 - Current 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Sep 2020 - Current 2
Northwestern Mutual Investment Services LLC Portland, OR Mar 2020 - Current 2
Northwestern Mutual Wealth Management Company Milwaukee, WI Apr 2020 - Sep 2020 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2020 - Sep 2020 < 1
Unemployed Vancouver, WA Nov 2019 - Feb 2020 < 1
Edward Jones St Louis, MO Apr 2019 - Nov 2019 < 1
Unemployed Vancouver, WA Aug 2018 - Apr 2019 < 1
Pyramid Heating And Cooling Portland, OR Mar 2017 - Jul 2018 1
Fred Meyer Battle Ground, WA Feb 2007 - May 2017 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Allan P. Sommer
Phone Number: 866-664-7737
Registered State(s):
  • OR
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
  • 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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