Trevor Conti (CRD# 6151944) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 11 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Karl Dettmann | Middleton, WI | Jan 2018 - Current | 6 |
| Northwestern Mutual Investment Services LLC | Middleton, WI | Jan 2018 - Current | 6 |
| Unemployed | Madison, WI | Jul 2017 - Jan 2018 | < 1 |
| Thrivent Financial | Madison, WI | Dec 2016 - Jul 2017 | < 1 |
| Thrivent Investment Management Inc. | Madison, WI | Dec 2016 - Jan 2017 | < 1 |
| Waddell And Reed | Madison, WI | Mar 2015 - Dec 2016 | 1 |
| Edward Jones | Verona, WI | Feb 2013 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- WI
-
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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