Denise Dunlap
Investment adviser representative at Northwestern Mutual Investment Services,LLC
18 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
18 years in the industry.
- Northwestern Mutual Investment Services, LLCFeb 2026 to now
- Heather ZepedaJan 2026 to now
- Truist Advisory Services, Inc.Mar 2025 to Jan 2026
- Truist Investment Services, Inc.Feb 2025 to Jan 2026
- Mission Square RetirementSep 2017 to Nov 2024
- Bb&t Securities, LLCApr 2008 to Sep 2017
- Clearview/scott & Stringfellow, Inc.Apr 2008 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 4097615
- Firm CRD
- 2881