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Dylan Hoon

14 Years of Experience
Metairie, LA
Broker

Dylan Hoon is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Metairie, LA, with 14 years of industry experience. Dylan 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

111 Veterans Mem Blvd, Ste 940, Metairie, LA, 70005

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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 Activities

Dylan is the CFO of Krewe of Freret and a board member of the Children's Bureau of New Orleans, dedicating about 10-20% of his time and minimal time, respectively. He also has two legal entities, BCGNOLA LLC and HOON LLC, established for business purposes, spending about a quarter of his time on each.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2011 - Present · 14 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Edward Jones
October 2010 - October 2010 · 0 mos
Edward JonesBroker
July 2010 - October 2010 · 3 mos
State Registrations9 states
COGALAMSNCNJNYTXVA
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.