SM
ChFC
SM
ChFC

Shawn Mackey

37 Years of Experience
Irvine, CA
1 DisclosureBrokerSells Insurance

Shawn Mackey is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Irvine, CA, with 37 years of industry experience. Shawn 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

18575 Jamboree Rd, Ste 400, Irvine, CA, 92612

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History

Regulatory History (1)
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Criminal
February 1980
Final Disposition
Other Business ActivitiesSells Insurance

Shawn may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Shawn is also the 100% owner and managing director of Mackey District Insurance Agency, Inc., dedicating about half of his time to this investment-related activity.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2002 - Present · 23 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
August 1988 - Present · 37 yrs 9 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
August 1988 - January 2002 · 13 yrs 5 mos
State Registrations34 states
ALAZCACOCTDCFLGAHIIAIDILINKSMAMIMNMTNCNENJNVNYOHORPARISCTXVAVTWAWIWY
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.
Shawn Mackey - Financial Advisor | TrueAdvisor