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Aarikka Jean Burgess

Investment adviser representative at Northwestern Mutual Investment Services,LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets

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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 Wealth Management CompanyApr 2025 to now
  2. Northwestern Mutual Investment Services, LLCAug 2023 to now
  3. Randall HallMay 2022 to now
  4. Melfa Wealth ManagementOct 2017 to Apr 2022
  5. Financial Compass GroupMar 2017 to Oct 2017
  6. AXA Advisors, LLCMar 2017 to Sep 2017
  7. Kestra Advisory Services, LLCApr 2016 to Mar 2017
  8. Kestra Investment Services, LLCApr 2014 to Mar 2017
  9. Fas CorporationMay 2012 to Feb 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

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

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
6097084
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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