EG
CFP
EG
CFP

Elizabeth Girbert

21 Years of Experience
Cincinnati, OH
Broker

Elizabeth Girbert is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Cincinnati, OH, with 21 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2131 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3805 Edwards Road, Suite 200, Cincinnati, OH, 45209

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
March 2014 - Present · 12 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2004 - February 2009 · 4 yrs 3 mos
State Registrations15 states
CADCFLGAILINKYMDMINCNJOHPASCTX
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.
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