BK
BK

Brandie Knebel

17 Years of Experience
Milwaukee, WI
Broker

Brandie Knebel is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 17 years of industry experience. Brandie 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.

Loading...

Location

720 E Wisconsin Ave, Milwaukee, WI, 53202

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
September 2018 - Present · 7 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
September 2018 - Present · 7 yrs 8 mos
Northwestern Mutual Investment Services, LLC
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Learnvest Planning Services, LLC
January 2013 - June 2018 · 5 yrs 5 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
UBS Financial Services INC.Broker
March 2007 - April 2009 · 2 yrs 1 mo
State Registrations1 state
AZ
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.
Brandie Knebel - Financial Advisor | TrueAdvisor