MH
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Mark Hubbard

20 Years of Experience
Waverly, IA
BrokerSells Insurance

Mark Hubbard is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Waverly, IA, with 20 years of industry experience. Mark 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 ActivitiesSells Insurance

Mark may earn commissions from insurance sales, including life, health, annuity, and disability income products. He also coaches football, owns Hubbard Consulting LLC (coaching/consulting), E320 Holdings LLC (real estate), and an investment property, dedicating minimal time to each.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
June 2013 - Present · 13 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
January 2006 - Present · 20 yrs 6 mos
State Registrations12 states
FLIAILINKSMNMONETNTXVAWI
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.