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Aaron Henry Greer

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.

  1. Northwestern Mutual Investment Services, LLCApr 2026 to now
  2. Bret WheelerApr 2026 to now
  3. Bret Michael WheelerMar 2026 to Apr 2026
  4. UnemployedAug 2025 to Jan 2026
  5. Ameriprise FinancialJul 2024 to Aug 2025
  6. Bliss Small Batch CreameryMay 2023 to Aug 2023
  7. Kitsap County Treasurers OfficeMay 2023 to Aug 2023
  8. Washington State UniversityAug 2020 to May 2024
  9. Fircrest Golf ClubJun 2017 to Aug 2022
  10. StudentSep 2015 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

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

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
7946218
Firm CRD
2881
Advisor's SEC record (opens in a new tab)
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