AB
CFP
AB
CFP

Aarikka Burgess

10 Years of Experience
Broker

Aarikka Burgess is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Westborough, MA, with 10 years of industry experience. Aarikka 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

8 Church St, Westborough, MA, 01581

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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
October 2023 - Present · 2 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
September 2023 - Present · 2 yrs 7 mos
Previous Registrations
Kestra Advisory Services, LLC
November 2017 - March 2022 · 4 yrs 4 mos
Kestra Investment Services, LLCBroker
October 2017 - March 2022 · 4 yrs 5 mos
AXA Advisors, LLC
August 2017 - September 2017 · 1 mo
AXA Advisors, LLCBroker
March 2017 - September 2017 · 6 mos
Kestra Advisory Services, LLC
May 2016 - March 2017 · 10 mos
NFP Advisor Services, LLC
May 2014 - September 2016 · 2 yrs 4 mos
Kestra Investment Services, LLCBroker
April 2014 - March 2017 · 2 yrs 11 mos
Cambridge Investment Research, INC.Broker
December 2013 - April 2014 · 4 mos
State Registrations1 state
MA
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.