Robert Ekhaml
Robert Ekhaml is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in San Diego, CA, with 27 years of industry experience. Robert 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
655 W Broadway Ste 1700, San Diego, CA, 92101
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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
Robert receives residual income from a past Amway distributorship. He may also earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products through unaffiliated insurance companies. Robert also owns Pacific Delta, LLC, a non-financial services business to hold a yacht for personal use, dedicating minimal time to it.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.