TG
ChFC
TG
ChFC

Thomas Greenstreet

44 Years of Experience
Lewisburg, WV
BrokerSells Insurance

Thomas Greenstreet is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Lewisburg, WV, with 44 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

2097 Jefferson St N, Ste 2, Lewisburg, WV, 24901

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas owns an office building, leases land to a convenience store and auto repair shop, and owns/operates Stirrup Run Farm for breeding and selling horses. He may also earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products, and dedicates minimal time to serving as VP of the Greenbrier Valley Aquatic Center board and President of the Lewisburg Rotary Club Foundation board.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
March 2009 - Present · 17 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
November 1981 - Present · 44 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2006 - January 2007 · 10 mos
Robert W. Baird & CO. IncorporatedBroker
February 1987 - January 2002 · 14 yrs 11 mos
State Registrations14 states
AKALAZCAFLKYMNNCNYORPAVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Greenstreet - Financial Advisor | TrueAdvisor