Treston Teague
Treston Teague is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Wichita Falls, TX, with 12 years of industry experience. Treston 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
2405 Kell Blvd Ste 200, Wichita Falls, TX, 76308
Get directionsHistory
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 Activities
Treston is involved in several outside business activities. He is affiliated with CVFP, LLC and is the owner of Sonas Enterprises, LLC, and also serves as a board member and treasurer for two non-profit organizations.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Previous Registrations
Investment Professionals, INC.
Investment Professionals, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations7 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.