Grant Coldwell (CRD# 3243787) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in West Palm Beach, FL and has over 16 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jan 2016 - Current | 8 |
| Northwestern Mutual Investment Services, LLC | Milwaukee, WI | Jan 2000 - Current | 24 |
| The Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jun 1999 - Current | 24 |
| Northwestern Mutual Investment Services, LLC | Boca Raton, FL | Oct 2010 - Mar 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
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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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