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Adam Okeson is a financial advisor professional located in Edina, MN. They specialize in financial advisory. With over 1 years of experience, they bring deep expertise to every client.
Adam Okeson - Northwestern Mutual Investment Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Adam Okeson operates Northwestern Mutual Investment Services, LLC from Edina, Minnesota. With one year in business, Okeson holds a FINRA CRD license (number 7830361), which registers him with the Financial Industry Regulatory Authority. This registration enables him to offer investment advisory and related financial services within the regulatory framework established by FINRA. Clients evaluating his services should verify current licensing status and understand the scope of services offered through his firm.
A FINRA CRD license (CRD stands for Central Registration Depository) means the holder is registered with the Financial Industry Regulatory Authority and authorized to conduct investment business. This registration requires background checks, compliance training, and ongoing regulatory oversight. It signals that the licensee operates under FINRA rules designed to protect investors and maintain market integrity. Clients can verify the license status and disciplinary history through FINRA's public BrokerCheck database using the license number.