JM
JM

Joseph Meyer

26 Years of Experience
Franklin, WI
Broker

Joseph Meyer is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Franklin, WI, with 26 years of industry experience. Joseph 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

One Northwestern Mutual Way, Franklin, WI, 53132

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2017 - Present · 9 yrs 4 mos
Northwestern Mutual Investment Services,llc
January 2017 - Present · 9 yrs 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2007 - November 2016 · 9 yrs 3 mos
Northwestern Mutual Investment Services,llc
August 2007 - November 2016 · 9 yrs 3 mos
Quasar Distributors, LLCBroker
March 2007 - August 2007 · 5 mos
Wells Fargo Funds Distributor, LLCBroker
April 2005 - September 2006 · 1 yr 5 mos
Strong Capital Management INC
July 2002 - December 2003 · 1 yr 5 mos
Strong Investments, INC.Broker
November 2001 - April 2005 · 3 yrs 5 mos
PNC Brokerage CORPBroker
March 2001 - October 2001 · 7 mos
Touchstone Securities, INC.Broker
April 2000 - March 2001 · 11 mos
Waddell & Reed, INC.Broker
March 1999 - May 2000 · 1 yr 2 mos
State Registrations1 state
WI
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.
Joseph Meyer - Financial Advisor | TrueAdvisor