Michelle Rossi-Weida
Michelle Rossi-Weida is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 25 years of industry experience. Michelle 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
720 E Wisconsin Ave, Milwaukee, WI, 53202
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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.
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Michelle works as a Colorado Operator for the School District of Waukesha since August 2023. This outside employment takes minimal time.
Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Grand Distribution Services, LLCBroker
Umb Distribution Services, LLCBroker
Raymond James Financial Services, INC.Broker
Sagepoint Financial, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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.