Carmeleta Beagle
Carmeleta Beagle is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 18 years of industry experience. Carmeleta 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
720 E Wisconsin Ave, Milwaukee, WI, 53202
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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.
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Carmeleta owns Auntie Carm's, a non-financial services business that makes and sells handmade goods, since 2020. She spends minimal time on this activity.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLC
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Triad Advisors, INC.Broker
PFS Investments INC.Broker
State Registrations2 states
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