EW
CFP
EW
CFP

Eric Winscher

15 Years of Experience
Minneapolis, MN
BrokerSells Insurance

Eric Winscher is a CFP-designated registered investment advisor at Northwestern Mutual Investment Services,llc, based in Minneapolis, MN, with 15 years of industry experience. Eric 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

225 S 6th St Ste 4500, Minneapolis, MN, 55402

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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

Eric may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also has ownership stakes in Mallrats- Unplugged Tribute, Fairwoods Enterprises LLC, and Hackdrum LLC, dedicating minimal time to each.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
July 2015 - Present · 10 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
August 2010 - Present · 15 yrs 9 mos
State Registrations16 states
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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.