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Randy Perry

Investment adviser representative at Northwestern Mutual Investment Services,LLC
12 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

12 years in the industry.

  1. Northwestern Mutual Investment Services, LLCApr 2025 to now
  2. Joshua RaynorMar 2025 to now
  3. Fidelity InvestmentsJan 2024 to Mar 2025
  4. Gabriel SadekMay 2023 to Jan 2024
  5. Connor BassJan 2023 to May 2023
  6. Northwestern Mutual Life Insurance CompanyMay 2022 to Jan 2023
  7. StudentDec 2020 to May 2022
  8. Needmore FarmsJan 2013 to Dec 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7536856
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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