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Michael Alexander Geotes

Investment adviser representative at Northwestern Mutual Investment Services,LLC
14 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

14 years in the industry.

  1. Northwestern Mutual Investment Services, LLCFeb 2021 to now
  2. Alex BeilinFeb 2021 to now
  3. UnemployedSep 2019 to Jan 2021
  4. Citizens Securities IncJun 2018 to Sep 2019
  5. Citizens BankMay 2018 to Sep 2019
  6. Massachusetts Mutual Life Insurance CompanyJul 2016 to May 2018
  7. Barnum Financial GroupApr 2012 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

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

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
5666084
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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