Advisor at Northwestern Mutual Investment Management
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Firm
Northwestern Mutual Investment Management
Location
Skokie, IL 60077
Credentials
Series 63, Series 65
Industry experience
17 years
Timothy Joos is a financial advisor with Northwestern Mutual Investment Management, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been associated with Northwestern Mutual entities since 2007 and has served at the University of Kentucky since 2005. 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, functioning as a solicitor that screens and refers clients to third-party Sponsors rather than managing client accounts directly.
Based on Northwestern Mutual Investment Management
5215 Old Orchard Road, Suite 1200
Skokie, IL 60077
Illinois
Northwestern Mutual Wealth Management Company
2016 - Present (10 years)
Northwestern Mutual Investment Management
2008 - Present (18 years)
Northwestern mutual life insurance company
2007 - Present (19 years)
UNIVERSITY OF KENTUCKY
2005 - Present (21 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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