JV
JV

Jason Vahlenkamp

12 Years of Experience
Edina, MN
Broker

Jason Vahlenkamp is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Edina, MN, with 12 years of industry experience. Jason 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

3600 Minnesota Dr, Suite 600, Edina, MN, 55435

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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, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Northwestern Mutual Investment Services,llc
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
RBC Capital Markets, LLC
July 2016 - March 2020 · 3 yrs 8 mos
RBC Capital Markets, LLCBroker
July 2016 - March 2020 · 3 yrs 8 mos
Wells Fargo Advisors, LLCBroker
April 2015 - July 2016 · 1 yr 3 mos
Wells Fargo Advisors, LLC
April 2015 - July 2016 · 1 yr 3 mos
RBC Capital Markets, LLC
August 2012 - October 2013 · 1 yr 2 mos
RBC Capital Markets, LLCBroker
January 2012 - October 2013 · 1 yr 9 mos
State Registrations3 states
IAMNWI
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.