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Adam Younk

15 Years of Experience
Milwaukee, WI
Broker

Adam Younk is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 15 years of industry experience. Adam 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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Employment History
Current Registrations
Northwestern Mutual Investment Services, LLC
June 2021 - Present · 4 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Northwestern Mutual Investment Services,llc
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
LPL Financial LLC
April 2017 - July 2019 · 2 yrs 3 mos
LPL Financial LLCBroker
September 2016 - July 2019 · 2 yrs 10 mos
Associated Investment Services, INC.Broker
July 2012 - August 2016 · 4 yrs 1 mo
M&i Investment Management CORP.
April 2010 - July 2011 · 1 yr 3 mos
M&i Financial Advisors, INCBroker
April 2008 - July 2011 · 3 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
November 2001 - September 2002 · 10 mos
Robert W. Baird & CO. IncorporatedBroker
November 2001 - January 2002 · 2 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.
Adam Younk - Financial Advisor | TrueAdvisor