MO
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Michael Oliverio

36 Years of Experience
Morgantown, WV
BrokerSells Insurance

Michael Oliverio is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Morgantown, WV, with 36 years of industry experience. Michael 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

1053 Maple Dr Ste 200, Morgantown, WV, 26505

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael may earn commissions from insurance companies for selling non-variable life, health, medicare, annuity, disability, and/or long-term care insurance products. He also works on non-qualified executive benefit plans through MMB Consulting for a few hours per week and works full-time for US Congress.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
December 2012 - Present · 13 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
January 1990 - Present · 36 yrs 8 mos
State Registrations11 states
DCFLMAMDNCNVOHORVAWAWV
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.