Kimmie Menor
Kimmie Menor is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Tallahassee, FL, with 34 years of industry experience. Kimmie 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
2039 Centre Pointe Blvd, Ste 203, Tallahassee, FL, 32308
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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 Activities
Kimmie is the board secretary for the Big Bend Orchid Society, a non-profit organization. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Hancock Whitney Investment Services INC.
Hancock Whitney Investment Services INC.Broker
Edward Jones
Edward JonesBroker
National Financial Services LLCBroker
UBS Financial Services INC.Broker
D.A. Davidson & CO.Broker
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Blinder, Robinson & CO., INC.Broker
State Registrations27 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.