BB
BB

Brian Burg

24 Years of Experience
Sioux Falls, SD
Broker

Brian Burg is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Sioux Falls, SD, with 24 years of industry experience. Brian 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.

Loading...

Location

2307 W 57th St Ste 200, Sioux Falls, SD, 57108

Get directions

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.

Learn about disclosures →
Other Business Activities

Brian owns investment property and coordinates cleaning and maintenance, advertising it on VRBO. He spends minimal time on this activity.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
July 2005 - Present · 20 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
August 2001 - Present · 24 yrs 9 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
August 2001 - January 2002 · 5 mos
State Registrations2 states
IASD
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.