About my practice
I began my career with Northwestern in 1999. I began mentoring and coaching new financial reps, becoming a Managing Director in 2011 and opening my new office in Dec '17. Ingram's recently honored me as a member of 40 Under 40, which recognizes the achievements and promise of the area’s young executives, professionals and community leaders. I also serve on the Community Impact Foundation board.
Get in touch
To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit FINRA BrokerCheck
Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI(NM)(life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Paul Samuel Montello is a District Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Financial Representatives. Financial Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Paul Samuel Montello is primarily licensed in Kansas and may be licensed in other states. CA License: #0D89473 AR License: #3128867