Lance Trammell
Lance Trammell is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Kansas City, MO, with 15 years of industry experience. Lance 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
2345 Grand Blvd Ste 2000, Kansas City, MO, 64108
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Regulatory History (1)
Criminal
December 2006Other Business ActivitiesSells Insurance
Lance may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. Lance also owns LAT Holdings, LLC and TWP Enterprises, LLC, dedicating about 10-20% of his time and about a quarter of his time respectively.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations36 states
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.