Advisor at Northwestern Mutual Investment Management
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Firm
Northwestern Mutual Investment Management
Location
Chesterfield, MO 63017-3428
Credentials
Series 66
Industry experience
11 years
David Tulley is a financial advisor at Northwestern Mutual Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with various Northwestern Mutual entities since 2014. Outside of his advisory role, he manages an investment-related property management business. 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 emphasizes screening third-party Sponsors based on strategy, services, and costs, and its employees provide fixed-income execution and bond laddering advice without discretionary trading authority.
Based on Northwestern Mutual Investment Management
424 S Woods Mill Rd, Ste 300
Chesterfield, MO 63017-3428
Missouri
Northwestern Mutual Wealth Management Company
2016 - Present (10 years)
Northwestern Mutual Life Insurance Company
2016 - Present (10 years)
Northwestern Mutual Wealth Management Company
2014 - 2016 (2 years)
Northwestern Mutual Investment Services LLC
2014 - Present (12 years)
Tom Tulley
2014 - 2016 (2 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.
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JM Lotshaw Consulting
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Durham Wealth Management, LLC
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