DW
ChFC
DW
ChFC

Drew Walters

21 Years of Experience
Orlando, FL
BrokerSells Insurance

Drew Walters is a ChFC-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Orlando, FL, with 21 years of industry experience. Drew 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

7380 W Sand Lake Rd, Ste 675, Orlando, FL, 32819

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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

Drew may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Drew also owns SEDD Holdings, LLC and is a 50% owner of SIEMDRE & Associates, LLC, both legal entities established for business purposes and investment related, taking about a quarter of his time each.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
November 2012 - Present · 13 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
January 2005 - Present · 21 yrs 6 mos
State Registrations30 states
ALAZCACOCTFLGAHIILINKSKYLAMAMDMIMNNCNHNJNYOHOKPASCTNTXUTVAWA
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.
Drew Walters - Financial Advisor | TrueAdvisor