EG
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Edward Gipson

14 Years of Experience
Leawood, KS
BrokerSells Insurance

Edward Gipson is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Leawood, KS, with 14 years of industry experience. Edward 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

5251 W 116th Pl Ste 300, Leawood, KS, 66211

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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 ActivitiesSells Insurance

Edward may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns multiple investment properties and has ownership stakes in EJG Holdings, LLC and TWP Enterprises, LLC, dedicating minimal time to the properties and about 10-20% of his time to EJG Holdings and TWP Enterprises.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2012 - Present · 13 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
July 2011 - Present · 14 yrs 10 mos
State Registrations32 states
ALARAZCACODCFLGAIAILINKSKYMAMIMNMONCNENMNYOHOKORPASCSDTNTXUTVAWA
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.
Edward Gipson - Financial Advisor | TrueAdvisor