Advisor at Northwestern Mutual Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Northwestern Mutual Investment Management
Location
Mickleton, NJ 08056
Credentials
Series 63, Series 65
Industry experience
26 years
Geoffrey Passehl is a financial advisor with Northwestern Mutual Investment Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with various Northwestern Mutual entities since 1999, including Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is involved in business ownership through several entities, including a non-financial services business and other legal entities established for business purposes. 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 screens and refers clients to third-party Sponsors and supports advisers with fixed-income execution and bond laddering strategies.
Based on Northwestern Mutual Investment Management
412 Kings Hwy
Mickleton, NJ 08056
New Jersey
Northwestern Mutual Wealth Management Company
2008 - Present (18 years)
Northwestern Mutual Investment Management
1999 - Present (27 years)
Northwestern Mutual Life Ins. Co.
1999 - Present (27 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
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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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