JI
JI

Jeffrey Imlay

36 Years of Experience
Leawood, KS
1 DisclosureBrokerSells Insurance

Jeffrey Imlay is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Leawood, KS, with 36 years of industry experience. Jeffrey 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

5251 W 116th Pl Ste 300, Leawood, KS, 66211

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History

Regulatory History (1)
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Regulatory
November 1988
Final
Other Business ActivitiesSells Insurance

Jeffrey may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. This activity is investment-related.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2009 - Present · 16 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
November 1990 - Present · 35 yrs 8 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
March 1999 - January 2002 · 2 yrs 10 mos
Mimlic Sales CorporationBroker
August 1989 - July 1990 · 11 mos
State Registrations23 states
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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.