William Mckernan
William Mckernan is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in West Palm Bch, FL, with 23 years of industry experience. William 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
250 S Australian Ave, Ste 1601, West Palm Bch, FL, 33401
Get directionsHistory
Regulatory History (5)
Regulatory
March 2013Regulatory
July 2008Regulatory
August 2002Criminal
March 1998Criminal
January 1997Other Business ActivitiesSells Insurance
William may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also the owner of WFM Group, LLC, a legal entity established for business purposes, dedicating about half of his time to this activity.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations35 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.