Morgantown

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advisor in our
Morgantown office.

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Lending a hand,
however we can.

Causes we care about

Along with making the financial lives of our clients better, we're improving our community, too. Through financial support, volunteerism and collaboration with partners, we're helping to build a stronger community.

Backpack Project with CASA for Kids

The West Virginia CASA Association is a organization that works to assure quality volunteer advocacy for every abused and neglected child in the West Virginia court system. Individual CASA programs connect volunteers with the children that need a voice in the court system.

Visit partner website

Visit partner website

https://media.northwesternmutual.com/sites/images/causes-media-selection/9775b04f-59f6-4b77-b26c-495b05052ffe.jpeg

Backpack Project

Alex's Lemonade Stand Foundation

Three children in front of an Alex's Lemonade Stand Alex’s Lemonade Stand Foundation (ALSF) is changing the lives of children with cancer by funding impactful research, raising awareness, supporting families and empowering everyone to help cure childhood cancer.

Visit partner website

Visit partner website

Morgantown

Our location

1053 Maple Dr Ste 200
Morgantown, WV 26505

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Third Party Links

To learn more about Northwestern Mutual Investment Services, LLC
and its financial
representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.

Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists.

© 0 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of (FINRA) and (SIPC), and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Fredrick Bruni is a District Agent of NM, NLTC and a Registered Representative of NMIS.

Fredrick Bruni, District Agent, Northwestern Mutual has Financial Representatives that are primarily licensed in WV.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

Ashley Calvert, Peyton Dally, Katie DeMeo, Vera Gay Fitchett, Aran Greathouse, Emily Hagan, Natalie Linton, Taylor Marsh, Skyler Rudy, Lindsey Smith, Lydia Waybright and Aarin Wiltz are employed by the General Agent and associated with the local office listed. Recruiters are not licensed insurance agents, registered representatives of a broker-dealer, investment adviser representatives of a registered investment adviser, or representatives of a federal savings bank.