Kathleen Erkel
Kathleen Erkel is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Prior Lake, MN, with 22 years of industry experience. Kathleen is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4719 Park Nicollet Av Se, Ste 220, Prior Lake, MN, 55372
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kathleen may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. She is also the Chief Operating Officer of Steady Strategies, LLC, taking about half of her time, and has ownership stakes in Cannon MN20 LLC and VCB Properties LLC, dedicating minimal time to these investment properties.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 states
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
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