Trevor Nargis
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.
- Northwestern Mutual Investment Services, LLCFeb 2026 to now
- Dustin AshleyOct 2025 to now
- Annex Wealth Management, LLCJan 2021 to Oct 2025
- U. S. BankJan 2020 to Jan 2021
- RefinitivJun 2019 to Jan 2020
- UnemployedMay 2019 to Jun 2019
- Charles SchwabAug 2018 to May 2019
- J.P. MorganMay 2018 to Aug 2018
- StudentJan 2018 to May 2018
- The Home DepotMay 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2026
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
- 7010594
- Firm CRD
- 2881