PZ
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Paul Zurlinden

30 Years of Experience
Clayton, MO
BrokerSells Insurance

Paul Zurlinden is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Clayton, MO, with 30 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

101 S Hanley Rd Ste 1900, Clayton, MO, 63105

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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. This activity is insurance-related.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
February 2005 - Present · 21 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
July 2003 - Present · 23 yrs
Previous Registrations
Northwestern Mutual Wealth Management Company
January 2005 - April 2007 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
March 1996 - July 2003 · 7 yrs 4 mos
State Registrations7 states
ALFLGAKYMONYOH
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.
Paul Zurlinden - Financial Advisor | TrueAdvisor