LK
LK

Lauren Kerr

11 Years of Experience
W Des Moines, IA
BrokerSells Insurance

Lauren Kerr is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in W Des Moines, IA, with 11 years of industry experience. Lauren 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

1245 Jordan Creek Pkwy, Suite 200, W Des Moines, IA, 50266

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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

Lauren may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Lauren is also a 100% owner and trainer/coach for business-related coaching, spending minimal time on this activity coaching Northwestern Mutual advisors.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2015 - Present · 11 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
November 2014 - Present · 11 yrs 6 mos
State Registrations31 states
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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.