EK
CFP
EK
CFP

Edward Koznarek

44 Years of Experience
Hinsdale, IL
BrokerSells Insurance

Edward Koznarek is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Hinsdale, IL, with 44 years of industry experience. Edward 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

40 E Hinsdale Ave, Ste 201, Hinsdale, IL, 60521

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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

Edward may earn commissions from insurance companies or brokerage agencies for selling non-variable life, health, medicare, annuity, disability, and/or long-term care insurance products. This activity is not investment-related.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2002 - Present · 23 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
January 1982 - Present · 44 yrs 4 mos
Previous Registrations
Northwestern Mutual Wealth Management Company
March 2004 - April 2007 · 3 yrs 1 mo
Robert W. Baird & CO. IncorporatedBroker
April 1986 - January 2002 · 15 yrs 9 mos
State Registrations34 states
ALARAZCACOCTDCDEFLGAIAILINKSMAMDMIMNMONCNHNVNYOHORPATNTXUTVAVTWAWIWY
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.