MP
MP

Marina Pelren

15 Years of Experience
Milwaukee, WI
Broker

Marina Pelren is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 15 years of industry experience. Marina 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

720 E Wisconsin Ave, Milwaukee, WI, 53202

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
March 2023 - Present · 3 yrs 2 mos
Northwestern Mutual Investment Services, LLC
March 2023 - Present · 3 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
October 2022 - December 2022 · 2 mos
LPL Financial LLC
October 2022 - December 2022 · 2 mos
Cadaret, Grant & CO., INC.Broker
April 2022 - September 2022 · 5 mos
Cadaret Grant & CO INC
April 2022 - September 2022 · 5 mos
LPL Financial LLC
August 2021 - January 2022 · 5 mos
LPL Financial LLCBroker
August 2021 - January 2022 · 5 mos
American Independent Securities Group, LLC
January 2019 - December 2020 · 1 yr 11 mos
American Independent Securities Group, LLCBroker
January 2019 - December 2020 · 1 yr 11 mos
Scottrade Investment Management
January 2015 - March 2018 · 3 yrs 2 mos
Scottrade, INC.Broker
January 2015 - March 2018 · 3 yrs 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
August 2011 - April 2013 · 1 yr 8 mos
National Planning CorporationBroker
August 2011 - April 2013 · 1 yr 8 mos
Royal Alliance Associates, INC.Broker
June 2011 - July 2011 · 1 mo
Fsc Securities CorporationBroker
June 2011 - July 2011 · 1 mo
Sagepoint Financial, INC.
February 2010 - July 2011 · 1 yr 5 mos
Sagepoint Financial, INC.Broker
January 2010 - July 2011 · 1 yr 6 mos
LPL Financial Corporation
November 2008 - December 2009 · 1 yr 1 mo
LPL Financial CorporationBroker
December 2006 - December 2009 · 3 yrs
State Registrations1 state
WI
Advisor

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.
Marina Pelren - Financial Advisor | TrueAdvisor