Kyle Smith (CRD# 3072283) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Northbrook, IL and has over 25 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Managment Company | Milwaukee, WI | Jan 2010 - Current | 14 |
| Northwestern Mutual Investment Services, LLC | Vernon Hills, IL | Jul 1998 - Current | 25 |
| The Northwestern Mutual Life Ins Company | Milwaukee, WI | Jun 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- IL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
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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