Patrick Peck
Investment adviser representative at Northwestern Mutual Investment Services,LLC
11 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
11 years in the industry.
- Northwestern Mutual Wealth Management CompanyDec 2025 to now
- Northwestern Mutual Investment Services, LLCAug 2025 to now
- Joseph SmallAug 2025 to now
- Joe SmallJul 2025 to Aug 2025
- Goldstone Financial GroupJul 2023 to Jul 2025
- Carson WealthMay 2022 to Jul 2023
- Zacks Investment ResearchJul 2014 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7611054
- Firm CRD
- 2881