Kelli Aggerbeck, financial advisor Seattle WA
89 score

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 3 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jun 2016 - Current < 1
Northwestern Mutual Investment Services, LLC Seattle, WA Apr 2014 - Current 2
Northwestern Mutual Investment Services LLC Seattle, WA Jul 2013 - Current 3
Kevin Kent Seattle, WA Apr 2012 - Current 4
Keith Foe Seattle, WA Apr 2012 - Current 4
Courtney Anne Meyer Seattle, WA Apr 2012 - Apr 2014 2
Keith Foe Seattle, WA Feb 2012 - Apr 2012 < 1
Kevin Kent Seattlewq, WA Feb 2012 - Apr 2012 < 1
Luke Madsen Seattlew, WA Feb 2012 - Apr 2012 < 1
Courtney Anne Meyer Seattle, WA Feb 2012 - Feb 2012 < 1
Electronic Transaction Consultants Seattle, WA Mar 2011 - Dec 2011 < 1
Unemployed Manchester, WA Jan 2009 - Mar 2011 2
Chase Washington Mutual Seattle, WA Apr 2004 - Jan 2009 4
Wamu Capital Corp. Seattle, WA Apr 2004 - May 2008 4
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
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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