Daniel Kleytman
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.
- Northwestern Mutual Investment Services, LLCApr 2021 to now
- Northwestern Mutual Life Insurance CompanyMar 2021 to now
- BMO Harris Financial AdvisorsApr 2019 to Feb 2021
- Brian DixMay 2018 to Apr 2019
- Northwestern Mutual Investment Services LLCSep 2017 to Apr 2019
- Northwestern Mutual Life Insurance CompanyAug 2017 to May 2018
- AXA AdvisorsJun 2017 to Aug 2017
- UnemployedMay 2017 to Aug 2017
- Day Wealth Management GroupJul 2016 to Dec 2016
- MetlifeJun 2016 to Dec 2016
- StudentSep 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
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
- 6486119
- Firm CRD
- 2881