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Caitlyn Garrett

Northwestern Mutual Investment Services,llc
2 Years of Experience
Nashville, TN
1 DisclosureBroker
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Caitlyn Garrett is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Nashville, TN, with 2 years of industry experience. Caitlyn is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Northwestern Mutual Investment Services,llc
Compensation
Fixed/Hourly
Firm Size
2131 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1600 DIVISION ST Ste 400, Nashville, TN, 37203

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History

Regulatory History (1)
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Financial
May 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
May 2025 - Present · 1 yr 5 mos
Northwestern Mutual Investment Services, LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
American Global Wealth Management, INC.Broker
October 2024 - April 2025 · 6 mos
Optional Financial Strategies, INC.
September 2024 - April 2025 · 7 mos
Avantax Advisory Services
May 2024 - August 2024 · 3 mos
Avantax Investment Services, INC.Broker
April 2024 - August 2024 · 4 mos
State Registrations1 state
TN
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.
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