Kelly Pestka
Kelly Pestka is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Cedar Rapids, IA, with 22 years of industry experience. Kelly 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
401 1st St SE Ste 401, Cedar Rapids, IA, 52401
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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.
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Kelly is an independent consultant for Arbonne, a multi-level marketing company, dedicating minimal time to purchasing and selling products at a discount. Kelly also owns 50% of Pestka Rentals LLC, an investment property company, spending about 10-20% of her time buying properties and managing rentals.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.