Advisor at Northwestern Mutual Investment Management
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Firm
Northwestern Mutual Investment Management
Location
Brevard, NC
Credentials
Series 63, Series 65
Industry experience
4 years
Thomas Freeman is a financial advisor with Northwestern Mutual Investment Management in Brevard, NC, holding Series 63 and Series 65 licenses. He has four years of industry experience and has worked with multiple firms, including Northwestern Mutual Wealth Management Company and Upstate Legacy Planning Group. Northwestern Mutual Investment Services, LLC 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 advises on fixed-income execution and duration management without managing client accounts directly.
Based on Northwestern Mutual Investment Management
Brevard, NC
South Carolina
Northwestern Mutual Wealth Management Company
2025 - Present (1 year)
Nicholas Walker
2025 - Present (1 year)
Joseph Funderburk
2025 - Present (1 year)
Jon Youatt
2025 - Present (1 year)
Northwestern Mutual Investment Services LLC
2025 - Present (1 year)
Donald Clardy
2025 - Present (1 year)
Don S Clardy
2025 - 2025 (1 year)
Joseph Edwin Funderburk
2025 - 2025 (1 year)
Nick M Walker
2025 - 2025 (1 year)
Jon Andrew Youatt
2025 - 2025 (1 year)
133 Legacy Planning
2024 - 2025 (1 year)
Empower Financial LLC
2023 - 2024 (1 year)
Keith Lemay
2023 - 2023 (1 year)
Ben Worley
2023 - 2023 (1 year)
Tony Allen
2023 - 2023 (1 year)
Todd Whitley
2023 - 2023 (1 year)
Upstate Legacy Planning Group
2020 - 2023 (3 years)
Northwestern Mutual Investment Services LLC
2020 - 2023 (3 years)
Northwestern Mutual Life Insurance Company
2019 - 2020 (1 year)
Carvana LLC
2016 - 2019 (3 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 65
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CFP®
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As a comprehensive financial planning firm we can assist you with your investment management, social security, debt management, budgeting, net-worth tracking, overall organization, tax planning, charitable planning, insurance review, and much more. As a flat fee firm we know the stock market isn't the only solution for your investment problems and love to brainstorm real estate, small business, private credit, and other alternative investment options that lead to the main goal. To improve your financial life and increase your net-worth. If you want a second set of eyes on your investments or financial decisions then feel free to give us a call and we'll talk through if we are a good fit for you. If not, then we will point you in the right direction.
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