Holly Neault, financial advisor Whitewater WI
93 score

Holly Neault

CRD Number: 1983239
Current Firm: Northwestern Mutual Investment Services,llc

Holly Neault (CRD# 1983239) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Whitewater, WI and has over 25 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 < 1
Northwestern Mutual Investment Services, LLC Whitewater, WI Aug 1989 - Current 27
Northwestern Mutual Life Insurance Company Milwaukee, WI Oct 1986 - Current 30
Northwestern Mutual Investment Services, LLC Whitewater, WI Oct 2008 - Mar 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
S65 NASAA Investment Advisors Law Examination May 2009
Contact Info for Holly J. Neault
Phone Number: 866-664-7737
Registered State(s):
  • WI
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
93
Clean Record
This advisor has a clean track record with regulators.

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