Wesley Patterson
Wesley Patterson is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Rainbow City, AL, with 24 years of industry experience. Wesley 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
575 Steele Station Rd, Rainbow City, AL, 35906
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wesley may earn commissions from selling non-variable life, health, annuity, and disability income insurance products. He also owns multiple real estate properties and LLCs, and is president of a non-profit, with some activities taking up a significant portion of his time (about half time for JENDIA, LLC and JENDIA Holdings, LLC).
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations29 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.