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Zachary Mcnelis

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.

  1. Northwestern Mutual Investment Services, LLCMay 2023 to now
  2. John H RuhlApr 2023 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2022 to Apr 2023
  4. UnemployedJun 2022 to Oct 2022
  5. TD BankMar 2022 to Jun 2022
  6. UnemployedDec 2021 to Mar 2022
  7. The College of New JerseyJan 2020 to Dec 2021
  8. UnemployedSep 2019 to Jan 2020
  9. Kohl'sJun 2019 to Sep 2019
  10. Mercer County Community CollegeDec 2018 to Jun 2019
  11. Old NavyFeb 2017 to Dec 2018
  12. UnemployedDec 2016 to Feb 2017
  13. RossAug 2016 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

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

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
7656022
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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