John Barrett
John Barrett is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 30 years of industry experience. John 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
330 E Kilbourn Ave, Ste 950, 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the President, Owner, and Member of John Barrett, Inc., a corporation established solely for payroll purposes. He may also earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products, and is a co-owner of J&J Group, LLC, dedicating about half his time to business administration. John also serves as a Pastoral Council Member for St. Eugene Congregation, spending minimal time in a fiduciary capacity.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Wealth Management Company
Robert W. Baird & CO. IncorporatedBroker
State Registrations21 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.