Daniel Carlson, financial advisor Tampa FL

Daniel Carlson

CRD Number: 4593733
Current Firm: Northwestern Mutual Investment Services,llc

Daniel Carlson (CRD# 4593733) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Tampa, FL and has over 20 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 8
Northwestern Mutual Investment Services, LLC Tampa, FL May 2011 - Current 12
Northwestern Mutual Life Insurance Company Milwaukee, WI Sep 2005 - Current 18
Northwestern Mutual Investment Service, LLC Tampa, FL Feb 2013 - Mar 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Daniel L. Carlson
Phone Number: 866-664-7737
Registered State(s):
  • FL
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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