Daniel Leary
Daniel Leary is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Vancouver, WA, with 14 years of industry experience. Daniel 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
805 Broadway St Ste 605, Vancouver, WA, 98660
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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
Daniel co-operates with a business partner in Full House Investment LLC, managing rental homes and dedicating minimal time per month. He may also earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products, and owns Dan Leary LLC for office expenses, spending a few hours per week.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations23 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.