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Cole Michael Lunde

Investment adviser representative at Northwestern Mutual Investment Services,LLC
13 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

13 years in the industry.

  1. Northwestern Mutual Life Insurance CompanyApr 2026 to now
  2. Northwestern Mutual Investment Services, LLCJul 2014 to now
  3. StudentJul 2013 to now
  4. Michael ErpeldingJun 2018 to Apr 2026
  5. Northwestern Mutual Wealth Management CompanyMar 2018 to Apr 2026
  6. Northwestern Mutual Life Insurance CompanyJun 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

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

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
6325927
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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