Daniel Lagerborg
Daniel Lagerborg is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Denver, CO, with 23 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
707 17th St Ste 3700, Denver, CO, 80202
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Regulatory History (1)
Customer Dispute
June 2020Other Business ActivitiesSells Insurance
Daniel may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Karios Group LLC (consulting), Chronos LLC (legal entity), and an investment property in the UK, dedicating about half his time to Chronos LLC and minimal time to the other ventures.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations47 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.