Northwestern Mutual

Retirement Planning Firm in Okaloosa County, FL


Firm Size
Assets Under Management: $0
# of Advisors: 2,170
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 1

Services Offered
  • Other

Available Fee Structures
  • Fixed Fees (Other than subscription)
  • Other

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Northwestern Mutual Investment Services,LLC Overview

Northwestern Mutual Investment Services, LLC is a broker-dealer and insurance broker/agent that provides investment advice to its clients. The firm has been in business since 1971 and is headquartered in Milwaukee, WI. As a fee-based advisory firm, Northwestern Mutual Investment Services charges clients based on the services they receive, rather than commission-based compensation. This fee arrangement aligns the interests of the firm with those of their clients, as both parties have a vested interest in achieving positive investment outcomes. In addition to investment advice, Northwestern Mutual Investment Services offers investment research and referrals to other advisers. These additional services provide clients with access to valuable resources and additional expertise, enabling them to make informed investment decisions. Overall, Northwestern Mutual Investment Services, LLC is a well-established and reputable firm that has been providing investment advice and related services to clients for nearly 50 years. Their fee-based approach and range of services make them a solid choice for investors seeking sound financial advice and access to a variety of investment resources.

Northwestern Mutual Investment Services, LLC offers a wide range of investment services to different types of clients. The firm caters to high-net-worth individuals, families, and institutions seeking specialized investment solutions. Furthermore, the firm's clients range from sophisticated investors to novices in the investment world, and the firm offers a wide variety of investment products to meet their diverse needs. Fee structures available will vary depending on the service provided, and Northwestern Mutual Investment Services, LLC offers different types of fees to meet the specific needs of its clients. Fixed fees are the simplest form of fee structure, where clients pay a predetermined amount for a particular service or investment. This type of fee structure is used for services such as portfolio management and financial planning. Other types of fees offered by the company include performance-based fees, which are tied to the performance of the investments managed by the firm, and transactional fees, which are charged for executing trades on behalf of clients. The type of fees charged depends on the type of investment product and service provided, and Northwestern Mutual Investment Services, LLC provides transparent and competitive fee structures to ensure its clients receive the best value for their investments.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Northwestern Mutual Investment Services, LLC, there is an investment minimum required to open an account with the firm. However, the brochure does not mention what the minimum investment amount is. Clients interested in opening an account with Northwestern Mutual Investment Services, LLC are advised to contact the firm directly to inquire about their investment minimum.

How This Office Can Help Okaloosa County, FL Residents

Northwestern Mutual provides comprehensive financial planning to clients in Okaloosa County, FL. The region is predominantly populated by military families due to the proximity of Eglin Air Force Base. As such, many clients in the area may face unique financial challenges, including frequent relocation, uncertainty in military benefits, and a volatile housing market. Northwestern Mutual's financial professionals work with clients to create customized plans that address their specific needs and goals, whether it's saving for retirement, protecting their family's financial future, or planning for their children's education. The company's services are designed to help clients build long-term wealth and achieve financial security, even in the face of uncertainty. Northwestern Mutual is committed to providing personalized, local support to help clients in Okaloosa County, FL achieve their financial dreams.

To view the Minimum Investment and Fee Schedule for Northwestern Mutual Investment Services,LLC, visit their Part 2 Brochure.

Services Offered by Northwestern Mutual Investment Services,LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Northwestern Mutual Investment Services,LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Fixed Fees (Other than subscription)
Other
Unavailable
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

This Office Location

Firm location 28B Walter Martin Rd NE, Fort Walton Beach, FL 32548, USA
Phone (850) 244-8613
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 720 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202-4797, United States

This firm has no other locations.

State Registrations

Northwestern Mutual Investment Services,LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Northwestern Mutual Investment Services,LLC does not have any disclosures. Please visit it's Form ADV for more details.