AM
AM

Anita Mital

15 Years of Experience
Lombard, IL
BrokerSells Insurance

Anita Mital is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Lombard, IL, with 15 years of industry experience. Anita 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.

Loading...

Location

377 E Butterfield Rd, Ste 400, Lombard, IL, 60148

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anita may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. She also serves as a Village Board Trustee, owns an investment property, and is on the Board of Directors for the Chicago Foundation for Women Endowment, all requiring minimal time.

Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
September 2010 - Present · 15 yrs 8 mos
State Registrations20 states
AZCACODCFLGAILINKYLAMIMNNCNJNVNYPATXVAWI
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.
Anita Mital - Financial Advisor | TrueAdvisor