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CFP
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CFP

Kevin Klare

Northwestern Mutual Investment Services,llc
33 Years of Experience
Sioux Falls, SD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kevin Klare is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Sioux Falls, SD, with 33 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Northwestern Mutual Investment Services,llc
Compensation
Fixed/Hourly
Firm Size
2138 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2307 W 57th St Ste 200, Sioux Falls, SD, 57108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Kevin may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also serves as a Vice President for Dakotas Walk to Emmaus, a board member for Dakotas Conference of the United Methodist Church, and owns multiple investment properties, as well as Above the Highline, LLC.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2012 - Present · 13 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Northwestern Mutual Wealth Management Company
July 2002 - April 2007 · 4 yrs 9 mos
Network Planning Advisors, L.L.C.
December 2001 - January 2006 · 4 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
May 1999 - January 2002 · 2 yrs 8 mos
Citicorp Investment ServicesBroker
May 1996 - May 1997 · 1 yr
Primevest Financial Services, INC.Broker
April 1995 - May 1996 · 1 yr 1 mo
Dean Witter Reynolds INC.Broker
August 1991 - April 1995 · 3 yrs 8 mos
State Registrations17 states
AZCACODEFLGAHIIAILMNMTNDNESDTXWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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