Daniel CarlsonCRD 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 13 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jan 2016 - Current||1|
|Northwestern Mutual Investment Services, LLC||Tampa, FL||May 2011 - Current||6|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Sep 2005 - Current||12|
|Northwestern Mutual Investment Service, LLC||Tampa, FL||Feb 2013 - Mar 2016||3|
|Northwestern Mutual Investment Services, LLC||Mclean, VA||Sep 2003 - May 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Selection of other advisers (including private fund managers)
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