RW
CFP
RW
CFP

Robert Wrinkle

42 Years of Experience
Paducah, KY
BrokerSells Insurance

Robert Wrinkle is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Paducah, KY, with 42 years of industry experience. Robert 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

5050 Village Square Drive, Paducah, KY, 42001

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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

Robert is a 50% owner of BC Properties LLC, a partnership operating investment/rental properties, and spends minimal time on it. He may also earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products, and owns Bob Wrinkle Insurance Agency LLC for tax purposes only, and owns investment property in Florida and Kentucky.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
May 2012 - Present · 14 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
March 1984 - Present · 42 yrs 4 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
April 1991 - January 2002 · 10 yrs 9 mos
State Registrations13 states
COFLILINKYMNMONCNVNYTNTXWI
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.