Timothy Mccahan
Timothy Mccahan is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Providence, RI, with 40 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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.
Location
275 Promenade Street, Suite 300, Providence, RI, 02908
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is the President of Custom Group Insurance, Inc. and may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also serves as a board member in a fiduciary capacity for the Episcopal Diocese of RI- Diocese Investment Trust, dedicating minimal time to each role.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
State Registrations21 states
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