Allan SommerCRD 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.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.