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Caitlyn Garrett

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. Austin Peay State UniversityJul 2026 to now
  2. Northwestern Mutual Wealth Management CompanyAug 2025 to now
  3. Northwestern Mutual Investment Services, LLCMay 2025 to now
  4. Braden BinkleyApr 2025 to now
  5. Optional Financial Strategies, IncAug 2024 to Mar 2025
  6. Avantax Advisory ServicesMay 2024 to Aug 2024
  7. Avantax Investment Services Inc.Jan 2024 to Aug 2024
  8. Classic Cue Billiards & Sports BarAug 2023 to Feb 2024
  9. Encompass Financial ServicesDec 2022 to Jan 2025
  10. UnemployedJun 2022 to Dec 2022
  11. The VineMar 2022 to Jun 2022
  12. Dock 17Dec 2021 to Mar 2022
  13. UnemployedNov 2021 to Dec 2021
  14. Classic CueDec 2020 to Nov 2021
  15. StudentAug 2019 to Dec 2020
  16. RouxNov 2017 to Aug 2019
  17. StudentAug 2014 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

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

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
7802825
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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