Neal Takahashi, financial advisor Redwood City CA
93 score

Neal Takahashi

CRD Number: 5320064
Current Firm: Northwestern Mutual Investment Services,llc

Neal Takahashi (CRD# 5320064) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Redwood City, CA and has over 9 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 Life Insurance Company Milwaukee, WI Mar 2011 - Current 5
Northwestern Mutual Investment Services, LLC Menlo Park, CA Mar 2011 - Current 5
Northwestern Mutual Investment Services, LLC Menlo Park, CA Mar 2013 - Mar 2016 3
Northwestern Mutual Investment Services, LLC San Francisco, CA Sep 2009 - Mar 2011 1
Michael Byrne San Francisco, CA Sep 2009 - Mar 2011 1
Northwestern Mutual Life Insurance Company San Jose, CA May 2008 - Aug 2009 1
Northwestern Mutual Investment Services, LLC San Jose, CA Aug 2007 - Aug 2009 2
Northwestern Mutual Investment Services, LLC San Jose, CA May 2007 - Aug 2009 2
Amin H Ladak San Jose, CA May 2007 - Apr 2008 < 1
Lakeside Inn & Casino Stateline, NV Feb 2007 - Apr 2007 < 1
Unemployed Unemployed, CA Nov 2006 - Feb 2007 < 1
Cache Creek Casino Resort Brooks, CA Jul 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Neal Takahashi
Phone Number: 866-664-7737
Registered State(s):
  • CA
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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