David Birkenstock, financial advisor Princeton NJ
93 score

David Birkenstock

CRD Number: 3126597
Current Firm: Northwestern Mutual Investment Services,llc

David Birkenstock (CRD# 3126597) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Princeton, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Princeton, NJ Sep 2010 - Current 6
Northwestern Mutual Life Insurance Company Milwaukee, WI Feb 2010 - Current 6
Northwestern Mutual Investment Services, LLC Princeton, NJ Jun 2013 - Mar 2016 2
Prestige Bmw Ramsey, NJ Feb 2003 - Jan 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for David A. Birkenstock
Phone Number: 866-664-7737
Registered State(s):
  • NJ
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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