BS
BS

Bryce Simon

15 Years of Experience
Rosemont, IL
BrokerSells Insurance

Bryce Simon is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Rosemont, IL, with 15 years of industry experience. Bryce 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

9550 W Higgins Rd, Ste 450, Rosemont, IL, 60018

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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

Bryce may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns CDBS Holdings, LLC and BSCG Holdings, LLC, and is a board member of Western Monroe Condo Association, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
May 2015 - Present · 11 yrs 2 mos
Northwestern Mutual Investment Services, LLCBroker
August 2010 - Present · 15 yrs 11 mos
State Registrations26 states
ARAZCACOCTDCFLGAILINKYMDMIMNMONVNYOHPASCTNTXUTVAWAWI
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.
Bryce Simon - Financial Advisor | TrueAdvisor