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Paul Twedt

32 Years of Experience
Bellingham, WA
BrokerSells Insurance

Paul Twedt is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Bellingham, WA, with 32 years of industry experience. Paul 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

2219 Rimland Dr Ste 405, Bellingham, WA, 98226

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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

Paul may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns T & T Properties and Barloo Properties, LLC, and is the treasurer of Whatcom Hospice Foundation, dedicating minimal time to each of these roles.

Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
February 1994 - Present · 32 yrs 3 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
February 1994 - January 2002 · 7 yrs 11 mos
State Registrations12 states
AKALAZCACOIDILMTNCORTXWA
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.