Chad Lewis
Chad Lewis is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Denver, CO, with 14 years of industry experience. Chad 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
707 17th St Ste 3700, Denver, CO, 80202
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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.
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Chad is a 20% owner of CMCL Holdings, LLC, receiving compensation from personal production, and a 100% owner of G2JL Holdings, LLC. These activities each take about a quarter of Chad's time.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Edward Jones
Edward JonesBroker
State Registrations10 states
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