Sara Erskine
Sara Erskine is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Memphis, TN, with 17 years of industry experience. Sara 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
1770 Kirby Pkwy Ste 400, Forum Iii, Memphis, TN, 38138
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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 Activities
Sara is the 100% owner of 3rd Shift Design Studios, a non-financial services business, since February 2024. She spends a few hours per week designing and selling products on Etsy.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Woodbury Financial Services, INC.Broker
State Registrations51 states
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