Kelli Aggerbeck, financial advisor Seattle WA

Kelli Aggerbeck

CRD Number: 2987328
Current Firm: Northwestern Mutual Investment Services,llc

Kelli Aggerbeck (CRD# 2987328) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Seattle, WA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Ashwin Mohan Seattle, WA Oct 2018 - Current 5
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 10
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
Contact Info for Kelli S. Aggerbeck
Phone Number: 866-664-7737
Registered State(s):
  • WA
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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