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Angie Hubbard

19 Years of Experience
Waverly, IA
Broker

Angie Hubbard is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Waverly, IA, with 19 years of industry experience. Angie 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

2020 A 3rd Ave NW, Waverly, IA, 50677

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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 Activities

Angie is a 50% owner of Hubbard Consulting LLC, providing coaching and consulting on motivational topics, dedicating a few hours per week. Angie also has 50% ownership in E320 Holdings LLC and other investment properties, spending minimal time on these activities.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
July 2015 - Present · 10 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Princor Financial Services CorporationBroker
June 2005 - August 2007 · 2 yrs 2 mos
State Registrations8 states
FLIAKSMNMOTXVAWI
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.