Edward Kilpatrick
Edward Kilpatrick is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Westlake, OH, with 24 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
25125 Detroit Rd Ste 150, Westlake, OH, 44145
Get directionsHistory
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
Edward is the Vice President of Analytics at The BOLI Group, focusing on non-qualified benefit plan design and service, dedicating full-time hours to this role. He may also earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations26 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.
Exams
More Advisors
- Barry Pavlo, CFAFort Washington Investment Advisors INC
- Michael Brady, CFPMichael Brady & CO., LLC
- Michael George, PFSAthletes Financial Advisers, LLC
- Brandon Steinhagen, CFP, ChFCCwm, LLC
- Kimberly Spisak, CFPCambridge Investment Research Advisors, INC.
- James Eastwood, CFPAmfg Wealth Management LLC