EM
CFP
EM
CFP

Edward Mehren

17 Years of Experience
Los Angeles, CA
1 DisclosureBrokerSells Insurance

Edward Mehren is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Los Angeles, CA, with 17 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

515 S Flower St Fl 34, Los Angeles, CA, 90071

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History

Regulatory History (1)
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Judgment / Lien
November 2022
Other Business ActivitiesSells Insurance

Edward is the president and 100% owner of E3 Insurance Solutions Inc, which is related to outside insurance sales, dedicating a few hours per week to this role. He may also earn commissions from insurance companies for sales of non-variable life, health, medicare, annuity, disability and/or long term care insurance products.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
January 2012 - Present · 14 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
July 2008 - Present · 17 yrs 10 mos
State Registrations17 states
AZCAFLHIILMTNENVNYORPASCTXUTVAWAWI
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.