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Timothy Hoezee

20 Years of Experience
Grand Rapids, MI
BrokerSells Insurance

Timothy Hoezee is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Grand Rapids, MI, with 20 years of industry experience. Timothy 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

333 Bridge St NW, Ste 1200, Grand Rapids, MI, 49504

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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

Timothy earns commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns STR18, LLC, a legal entity receiving compensation, and is involved with several non-profit and business ventures, each requiring minimal time commitment.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2010 - Present · 15 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
September 2010 - Present · 16 yrs
Previous Registrations
Princor Financial Services Corporation
February 2006 - August 2010 · 4 yrs 6 mos
Princor Financial Services CorporationBroker
December 2005 - August 2010 · 4 yrs 8 mos
Signator Investors, INC.Broker
May 2005 - November 2005 · 6 mos
State Registrations14 states
CAFLILLAMIMNMOMSNVNYOHTNTXWY
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.