Kevin Morisoli
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 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
737 Bishop St Ste 1700, Mauka Tower, Honolulu, HI, 96813
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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 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
Northwestern Mutual Investment Services, LLCBroker
State Registrations30 states
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