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Jacob Gene Thomfohrda

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. Northwestern Mutual Investment Services, LLCMar 2025 to now
  2. Northwestern Mutual Life Insurance CompanyFeb 2025 to now
  3. Drake & Associates, LLCJul 2023 to Dec 2024
  4. Eagle Strategies LLCSep 2022 to Jul 2023
  5. Gary A EricksonDec 2019 to Jul 2023
  6. Nylife Securities LLCDec 2019 to Jul 2023
  7. EnduranceAug 2019 to Dec 2019
  8. LyftJun 2019 to Aug 2019
  9. Securian Financial Via Robert HalfNov 2018 to Jun 2019
  10. TeslaMay 2018 to Dec 2018
  11. Mancave Craft MeatsApr 2017 to Aug 2017
  12. Uber TechnologiesDec 2016 to Aug 2017
  13. Prudential/pruco Securities LLCOct 2016 to May 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2022

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
6718030
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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