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Kyle Morgan Smith

Investment adviser representative at Northwestern Mutual Investment Services,LLC
28 yearsExperience
1 stateRegistered in
$0Firm assets
54 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Experience

28 years in the industry.

  1. Northwestern Mutual Wealth Managment CompanyJan 2010 to now
  2. Northwestern Mutual Investment Services, LLCJul 1998 to now
  3. The Northwestern Mutual Life Ins Co.Jun 1998 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (IL).

Northwestern Mutual Investment Services,LLC

Legal name: Northwestern Mutual Investment Services, LLC

$0Assets managed
1Clients
2,130Advisers
54 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3072283
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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