Desiree Ortiz
Desiree Ortiz is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Lakewood, CO, with 14 years of industry experience. Desiree 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
825 Simms St, Lakewood, CO, 80401
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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
Desiree may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. She also owns 50% of Dezra Properties LLC, an investment property, and spends minimal time on this. Desiree also has a legal entity, 828 Innovation, LLC, for business purposes, dedicating about a quarter of her time to it.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations39 states
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