RA
RA

Rebecca Anderson

1 Year of Experience
Mendota Hts, MN
Broker

Rebecca Anderson is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Mendota Hts, MN, with 1 years of industry experience. Rebecca 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

1191 Northland Dr, Ste 150, Mendota Hts, MN, 55120

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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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Other Business Activities

Rebecca works as a financial advisor for Guide Wealth Partners, providing financial planning services. This activity takes about 80% of Rebecca's time, including during trading hours.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
January 2026 - Present · 4 mos
Northwestern Mutual Investment Services, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Cetera Investment Advisers LLC
October 2024 - September 2025 · 11 mos
Cetera Wealth Services, LLCBroker
September 2024 - September 2025 · 1 yr
State Registrations1 state
MN
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.