PM
PM

Paul Mcnellis

24 Years of Experience
Naperville, IL
BrokerSells Insurance

Paul Mcnellis is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Naperville, IL, with 24 years of industry experience. Paul 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

55 Shuman Blvd Ste 600, Naperville, IL, 60563

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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

Paul may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns 50% of MCTrando Farms, LLC, overseeing the LLC that holds hunting land, dedicating minimal time to this.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
July 2010 - Present · 15 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
January 2003 - Present · 23 yrs 4 mos
Previous Registrations
Cibc World Markets CORP.
June 2001 - November 2002 · 1 yr 5 mos
Cibc World Markets CORP.Broker
May 2001 - November 2002 · 1 yr 6 mos
State Registrations8 states
COFLILINOHSCTXWA
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.
Paul Mcnellis - Financial Advisor | TrueAdvisor