Colby Staloch
Colby Staloch is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Mankato, MN, with 19 years of industry experience. Colby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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.
Location
111 West Cherry St, Suite 200, Mankato, MN, 56001
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Colby may earn commissions from insurance companies for sales of life, health, annuity, and disability income insurance products. Colby also owns TAK Insurance Services LLC and J-TAK Holdings LLC, and is the Vice President of a non-profit called Schola.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations40 states
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.