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David N Stansberry

Investment adviser representative at Northwestern Mutual Investment Services,LLC
20 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

20 years in the industry.

  1. Northwestern Mutual Investment Services, LLCJul 2023 to now
  2. Northwestern Mutual Life Insurance CompanyJul 2023 to now
  3. Atlas Finanical, LLCNov 2019 to Jun 2023
  4. UnemployedJan 2018 to Nov 2019
  5. The Vanguard Group, Inc.Feb 2006 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

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

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
5105774
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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