Brendan Mcmurtrie
Brendan Mcmurtrie is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 23 years of industry experience. Brendan 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
720 E Wisconsin Ave, Milwaukee, WI, 53202
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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.
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Brendan owns two rental properties in San Diego County since 2012, supervising and maintaining them. He dedicates a few hours per week to each property.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Sorrento Pacific Financial, LLC
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
NFP Securities, INC.
NFP Securities, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Morgan Stanley Dw INC.Broker
Fidelity Brokerage Services LLCBroker
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.