MO
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Mary Odem

26 Years of Experience
Milwaukee, WI
Broker

Mary Odem is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 26 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

720 E Wisconsin Ave, Milwaukee, WI, 53202

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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 Activities

Mary is the owner of farmland, classified as an investment property. She dedicates minimal time to this activity.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
March 2002 - Present · 24 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
November 2001 - Present · 24 yrs 6 mos
Previous Registrations
Salomon Smith Barney INC.Broker
February 2000 - November 2001 · 1 yr 9 mos
Strong Funds Distributors, INC.Broker
February 1998 - December 1998 · 10 mos
State Registrations1 state
WI
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.