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Daniel Marco Bagot

Investment adviser representative at Northwestern Mutual Investment Services,LLC
10 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

10 years in the industry.

  1. Daniel Mark RatulowskiJun 2026 to now
  2. Northwestern Mutual Wealth Management CompanyApr 2026 to now
  3. Northwestern Mutual Investment Services, LLCMar 2026 to now
  4. Aaron FarthingDec 2025 to now
  5. Trevor FlotaDec 2025 to now
  6. Bill D CunninghamJan 2026 to Mar 2026
  7. LPL Financial, LLCMay 2021 to Dec 2025
  8. Maritz MotivationFeb 2020 to Apr 2021
  9. NeteffectsFeb 2020 to Sep 2020
  10. Stifel Nicolaus & Co IncOct 2017 to Jan 2020
  11. ScottradeOct 2016 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
6714305
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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