Chase Patrick
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.
- F Mackey SchneiderJul 2026 to now
- Northwestern Mutual Investment Services, LLCJun 2026 to now
- Northwestern Mutual Wealth Management CompanyMay 2026 to now
- Samuel ArthurMay 2026 to now
- JP MorganJul 2022 to Apr 2026
- Etrade From Morgan StanleyJul 2021 to Jul 2022
- Northwestern Mutual Life Insurance CompanyApr 2020 to Aug 2020
- Marcos PizzaMay 2019 to Aug 2019
- Marcos PizzaMay 2018 to Jul 2018
- Student At UgaAug 2017 to May 2021
- UnemployedApr 2016 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7221885
- Firm CRD
- 2881