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Heather Schelling

19 Years of Experience
Sioux Falls, SD
Broker

Heather Schelling is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Sioux Falls, SD, with 19 years of industry experience. Heather 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

2307 W 57th St Ste 200, Sioux Falls, SD, 57108

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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

Heather works as a model/actor in ads for Print Ads, Overview Location Scouts, dedicating minimal time to this activity. This is a general employment position.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
September 2009 - Present · 17 yrs
Northwestern Mutual Investment Services, LLCBroker
September 2006 - Present · 20 yrs
State Registrations51 states
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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.
Heather Schelling - Financial Advisor | TrueAdvisor