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Overview

Services

Advisor Services

  • Other

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Lance Franczyk 7 years, 1 month Jan 2009 - Present
Northwestern Mutual Investment Services,LLC 8 years, 10 months Apr 2007 - Present
Country Insurance & Financial Services 1 year Apr 2006 - Apr 2007
Onb Bank & Trust Company 1 year, 9 months Jun 2004 - Mar 2006
Bank of Oklahoma 1 year, 2 months Apr 2003 - Jun 2004
Phillip Franczyk 7 years, 11 months Jan 2001 - Dec 2008
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Ami L Trupia?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Jan 17, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Oct 23, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Northwestern Mutual Investment Services,LLC

Last updated on May 11, 2015
    • $5.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 27K
      Accounts
    • $202.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Referral Fees
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