Keith Erhard
Keith Erhard is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in W Des Moines, IA, with 38 years of industry experience. Keith 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
1245 Jordan Creek Pkwy, Suite 200, W Des Moines, IA, 50266
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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
Keith is involved in several business activities, including employee benefits businesses, ownership of legal entities for business purposes, investment real estate, and coaching/mentoring. He dedicates a few hours per week to most of these activities, with slightly more time spent as treasurer for an HOA and on coaching seminars.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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.