Benjamin David Partridge
Investment Adviser Representative at Northwestern Mutual Investment Services,llc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin David Partridge is an investment adviser representative with Northwestern Mutual Investment Services,llc in Naples, FL, where they have been registered since 2026. They have worked in the securities industry since 2022 and were previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
15 states and territories
Arizona, California, Florida, Illinois, Indiana, Michigan, Missouri, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Utah, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- StudentAug 2012 – Aug 2019Atlanta, GA
- Capstone FinancialJul 2019 – Dec 2019Atlanta, GA
- Bank of America Merrill LynchJan 2020 – Mar 2024Charlotte, NC
- Kurt MattsonApr 2024 – Oct 2024Atlanta, GA
- UnemployedNov 2024 – Dec 2025Alpharetta, GA
- Bella AdvisorsDec 2025 – Feb 2026Roswell, GA
- Keith SpengelMar 2026 – Apr 2026Naples, FL
- Northwestern Mutual Investment Services LLCMay 2024 – Oct 2024Atlanta, GA
- Keith SpengelApr 2026 – no end date reportedNaples, FL
- Northwestern Mutual Investment Services LLCMay 2026 – no end date reportedNaples, FL
- Northwestern Mutual Wealth Management CompanyAug 2026 – no end date reportedMilwaukee, WI
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Northwestern Mutual Investment Services,llc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Naples, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin David Partridge has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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