KM
CFP
KM
CFP

Kevin Morisoli

17 Years of Experience
Honolulu, HI
BrokerSells Insurance

Kevin Morisoli is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Honolulu, HI, with 17 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2138 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

737 Bishop St Ste 1700, Mauka Tower, Honolulu, HI, 96813

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 →
Other Business ActivitiesSells Insurance

Kevin may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also works as an instructor at the University of Hawaii - West Oahu, dedicating about 10-20% of his time, and is a 50% owner of Ka'ala Capital LLC, an investment property company, spending minimal time on it.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
September 2012 - Present · 14 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
February 2009 - Present · 17 yrs 8 mos
State Registrations31 states
ARAZCACOCTDCFLGAHIIAILINKYLAMDMNMSMTNCNJNVNYORPASCTNTXUTVAWAWI
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.
More Advisors