Kelli Aggerbeck (CRD# 2987328) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Seattle, WA and has over 9 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 2538997
Robinswood Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ashwin Mohan | Seattle, WA | Oct 2018 - Current | 4 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2016 - Current | 7 |
| Northwestern Mutual Investment Services, LLC | Seattle, WA | Apr 2014 - Current | 9 |
| Northwestern Mutual Investment Services LLC | Seattle, WA | Jul 2013 - Current | 9 |
| Kevin Kent | Seattle, WA | Apr 2012 - Current | 11 |
| Keith Foe | Seattle, WA | Apr 2012 - Current | 11 |
| Mychele Johnston | Bellevue, WA | Jul 2017 - Apr 2018 | < 1 |
| Courtney Anne Meyer | Seattle, WA | Apr 2012 - Apr 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2014 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Other
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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