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Norman Nuismer

42 Years of Experience
Nashville, TN
Broker

Norman Nuismer is a registered investment advisor at &partners, based in Nashville, TN, with 42 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
459 advisors
Number of Clients
32,200 clients
Average Client Portfolio
$439K average
Assets Under Management
$14.1B

Fee Structure

&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.

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Location

40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215

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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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Employment History
Current Registrations
&partners
January 2006 - Present · 20 yrs 4 mos
&partnersBroker
January 2006 - Present · 20 yrs 4 mos
Previous Registrations
Raymond James Financial Services
March 2004 - January 2006 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
January 1999 - January 2006 · 7 yrs
Robert Thomas Securities, INCBroker
March 1988 - January 1999 · 10 yrs 10 mos
Thomson Mckinnon Securities INC.Broker
August 1983 - April 1988 · 4 yrs 8 mos
State Registrations12 states
ALCACTFLINMAMSNCNVNYSCTN
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.