William Blanchard
William Blanchard is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Lake Charles, LA, with 12 years of industry experience. William 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
127 W Broad St, Suite 600 One Lake Side Plaza, Lake Charles, LA, 70601-4260
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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
William may earn commissions from selling non-variable life, health, annuity, and/or disability income insurance products from companies not affiliated with Northwestern Mutual. He also has ownership stakes in CLB Holdings, LLC and Blessed Valleys Holdings, LLC, and serves as a board representative for Gravity Drainage District and president/board rep for Big Sam Basketball Boosters.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 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.