CF
ChFC
CF
ChFC

Corey Fleisner

26 Years of Experience
Appleton, WI
BrokerSells Insurance

Corey Fleisner is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Appleton, WI, with 26 years of industry experience. Corey 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.

Loading...

Location

4620 N. Ballard Rd, Appleton, WI, 54913

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Corey may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Corey also serves as Vice Chair of Christian Fellowship Community, a non-profit organization, dedicating a few hours per week.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
January 2009 - Present · 17 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
July 1999 - Present · 26 yrs 10 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
June 2000 - January 2002 · 1 yr 7 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.