Jennifer Lann
Jennifer Lann is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Cleveland, OH, with 22 years of industry experience. Jennifer 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
950 Main Ave Ste 600, Cleveland, OH, 44113
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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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Jennifer is involved with RC Lann Home Inspection Specialists, performing marketing and administrative duties, dedicating about a quarter of her time. She also serves as President of St. Vincent de Paul Elementary School, spending a few hours per week on board meetings and communication.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.