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Angela Kjorlien

25 Years of Experience
Mequon, WI
BrokerSells Insurance

Angela Kjorlien is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Mequon, WI, with 25 years of industry experience. Angela 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

12200 Corporate Pkwy, Ste 200, Mequon, WI, 53092

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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

Angela may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2023 - Present · 2 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
December 2013 - Present · 12 yrs 5 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2014 - December 2021 · 7 yrs 11 mos
Morgan StanleyBroker
June 2009 - November 2013 · 4 yrs 5 mos
Morgan Stanley
June 2009 - November 2013 · 4 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 2001 - April 2007 · 5 yrs 6 mos
Fsc Securities CorporationBroker
May 1999 - January 2000 · 8 mos
State Registrations33 states
AZCACOCTDCFLGAHIIDILINKYMAMDMIMNMTNCNJNMNVNYOHORPARISCTNTXUTVAWAWI
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.