Rowland Louis Markheim
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.
Rowland Louis Markheim is an investment adviser representative with Northwestern Mutual Investment Services,llc in San Diego, CA, where they have been registered since 2020. They have worked in the securities industry since 2019. 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 California.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
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.
- Northwestern Mutual Investment Services LLCApr 2019 – no end date reportedSan Diego, CA
- Samantha TorresOct 2018 – Jan 2019San Diego, CA
- Jordan BakerOct 2018 – no end date reportedLa Jolla, CA
- Samantha TorresFeb 2019 – Mar 2019San Diego, CA
- Samantha TorresMar 2019 – no end date reportedSan Diego, CA
- San Diego State UniversityAug 2014 – no end date reportedSan Diego, CA
- Tanya GonzalezJul 2019 – no end date reportedSan Diego, CA
- StudentAug 2014 – Aug 2018San Diego, CA
- Samantha TorresOct 2018 – Jan 2019San Diego, CA
- Jordan BakerOct 2018 – Sep 2019La Jolla, CA
- Northwestern Mutual Investment Services LLCApr 2019 – Jan 2020San Diego, CA
- Tanya GonzalezJul 2019 – Jan 2020San Diego, CA
- UnemployedJan 2020 – Feb 2020San Diego, CA
- Thomas SmithFeb 2020 – no end date reportedSan Diego, CA
- Northwestern Mutual Investment Services LLCFeb 2020 – no end date reportedSan Diego, CA
- Northwestern Mutual Wealth Management CompanyMar 2020 – 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
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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. Rowland Louis Markheim 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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