Geoffrey Kasse
Geoffrey Kasse is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Pittsburgh, PA, with 26 years of industry experience. Geoffrey 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
2945 Banksville Rd, Ste 200, Pittsburgh, PA, 15216
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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
Geoffrey may earn commissions from insurance sales not affiliated with Northwestern Mutual, including life, health, annuity, and disability income insurance. He also has several business and volunteer activities, each requiring minimal time, including DAG Resources LLC, DAG Real Estate LLC, Hamlet Resources LLC, American Lung Association, and United Way of Southwestern Pennsylvania.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
State Registrations30 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.