Daniel Bound
Daniel Bound is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Boulder, CO, with 24 years of industry experience. Daniel 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
4875 Pearl East Cir, Ste 200, Boulder, CO, 80301-2600
Get directionsHistory
Regulatory History (3)
Financial
March 2020Financial
June 2019Financial
May 2019Other Business ActivitiesSells Insurance
Daniel may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products. This activity is not affiliated with Northwestern Mutual.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Asset Planning Solutions, INC.Broker
State Registrations5 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.