Advisor at Northwestern Mutual Investment Management
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Firm
Northwestern Mutual Investment Management
Location
Franklin, WI 53132
Credentials
Series 66
Industry experience
10 years
Adam Debes is a financial advisor with Northwestern Mutual Investment Management in Franklin, WI, holding a Series 66 designation and having 10 years of industry experience. He has worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company since 2020 and was previously employed at Capital One Investing, LLC from 2013 to 2018. Northwestern Mutual Investment Services, LLC primarily provides referral services to insurance and securities brokerage clients and offers non-discretionary fixed-income advice to other investment advisers. The firm focuses on screening third-party Sponsors based on strategy, services, and costs, and its Investment Trading Services team advises other advisers on fixed-income execution and bond laddering.
Based on Northwestern Mutual Investment Management
One Northwestern Mutual Way
Franklin, WI 53132
Wisconsin
Northwestern Mutual Investment Management
2020 - Present (6 years)
Northwestern Mutual Life Insurance Company
2020 - Present (6 years)
Unemployed
2018 - 2020 (2 years)
Capital One Investing, LLC
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
New Berlin, WI
Disciplined Financial Services, Inc.
CFP®, CPA, PFS™
Brookfield, WI
Midwest Wealth Solutions LLC
Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.
ChFC®, Series 63, Series 66
Muskego, WI
Selerski Asset Management, LLC
Series 66
Waterford, WI
FIAT LUX Capital Management
CFP®
Milwaukee, WI
Hilltop Financial Advisors
CFA®
Milwaukee, WI
Magis Management, LLC
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