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Melissa K Stone

Investment adviser representative at Northwestern Mutual Investment Services,LLC
14 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

14 years in the industry.

  1. Northwestern Mutual Investment Services, LLCJul 2023 to now
  2. Noah ParrisMay 2023 to now
  3. UnemployedJul 2022 to May 2023
  4. Bok Financial Securities, Inc.Oct 2021 to Jul 2022
  5. BOKF, NAOct 2021 to Jul 2022
  6. Brenntag LubricantsNov 2020 to Oct 2021
  7. ExxonmobilJul 2012 to Nov 2020

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

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
7447903
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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