Unclaimed Profile

Jennifer L O'leary

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·MILWAUKEE, Wisconsin

SIE, Series 6, Series 27, Series 99TOClean recordNORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

720 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202-4797CRD# 4593134Firm CRD# 2881

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jennifer L O'leary · MILWAUKEE, WI

Registration

CRD #4593134 · NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 27

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD 2881 · SEC 801-8095

Employees

2,537

Total firm employees

Services offered by NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Per Form ADV

Other

View all advisors at NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC →

Introduction

Speak with Jennifer L

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jennifer L is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jennifer L O'leary offer?

Jennifer L O'leary is a registered financial advisor in MILWAUKEE, Wisconsin. Contact their office for details on services offered.

What are Jennifer L O'leary's credentials?

Jennifer L O'leary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jennifer L O'leary located?

Jennifer L O'leary is based in MILWAUKEE, Wisconsin, working with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Jennifer L O'leary charge for services?

Jennifer L O'leary's firm is compensated through subscription fees, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC?

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC has approximately 2537 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →