Leonard Wilson
Leonard Wilson is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Houston, TX, with 37 years of industry experience. Leonard 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
1 Riverway Ste 900, Houston, TX, 77056
Get directionsHistory
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
Leonard is a part-owner of The Producer Group, LLC, dedicating full-time hours to non-qualified executive benefits. He may also earn commissions from unaffiliated insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Todd Securities, INC.Broker
Ims Securities, INC.Broker
Clark/bardes Financial Services, INC.Broker
Clark-Bardes Securities, INC.Broker
MML Investors Services, INC.Broker
Manequity, INC.Broker
G. R. Phelps & CO., INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations4 states
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.