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Kevin Kerber

15 Years of Experience
Lakewood, CO
BrokerSells Insurance

Kevin Kerber is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Lakewood, CO, with 15 years of industry experience. Kevin 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

825 Simms St, Lakewood, CO, 80401

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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

Kevin may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also a district board member and bond oversight committee board member for the 27J Board of Education, and owns DiggidyDawk, LLC, which includes a home and working ranch, taking about half of Kevin's time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
April 2013 - Present · 13 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
March 2011 - Present · 15 yrs 2 mos
State Registrations33 states
ALAZCACODCFLGAILKSMDMIMNMOMTNDNENHNMNVNYOHOKORPASCSDTXUTVAVTWAWIWY
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.