DS
ChFC
DS
ChFC

David Snyder

23 Years of Experience
Omaha, NE
BrokerSells Insurance

David Snyder is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Omaha, NE, with 23 years of industry experience. David 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.

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Location

13609 California St, Ste 300, Omaha, NE, 68154

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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.

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Other Business ActivitiesSells Insurance

David may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns Snyder Acres, an investment property consisting of 60 acres of farmland, dedicating a few hours per week to it.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2013 - Present · 12 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
February 2003 - Present · 23 yrs 3 mos
State Registrations23 states
ARAZCACOFLIAILINKSMDMIMNMONCNENJNYOHSCSDTXVAWI
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.