LM
LM

Lyle Maretech

32 Years of Experience
Denver, CO
Broker

Lyle Maretech is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Denver, CO, with 32 years of industry experience. Lyle 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

1873 S Bellaire St, Ste 1600, Denver, CO, 80222

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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 Activities

Lyle works as a sales worker at Kohl's for a few hours per week and is a POA/Executor for a family member, requiring minimal time. Lyle also has 25% ownership in two investment properties, requiring minimal time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
June 2009 - Present · 16 yrs 11 mos
Northwestern Mutual Investment Services, LLC
September 2008 - Present · 17 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2008 - Present · 17 yrs 8 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
June 2007 - June 2008 · 1 yr
Morgan Stanley & CO., IncorporatedBroker
April 2007 - July 2007 · 3 mos
Morgan Stanley Dw INC.Broker
February 2005 - April 2007 · 2 yrs 2 mos
Wachovia Securities, LLCBroker
September 2002 - February 2005 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1999 - August 2002 · 2 yrs 10 mos
Benefitscorp Equities, INC.Broker
February 1999 - September 1999 · 7 mos
Charles Schwab & CO., INC.Broker
October 1993 - October 1998 · 5 yrs
R a F Financial CorporationBroker
October 1992 - April 1993 · 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.