Ryan Lee
Ryan Lee is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Twin Falls, ID, with 16 years of industry experience. Ryan 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
195 River Vista Pl, Ste 304, Twin Falls, ID, 83301
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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
Ryan is the 100% owner of RDDA, Inc. and owner of Bridgeview Enterprises, LLC, both legal entities established for business purposes. He also owns 50% of Canyon Top Holdings, LLC, an investment property, and may earn commissions from insurance companies for the sale of various insurance products.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations13 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.