Benjamin Margolin
Benjamin Margolin is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Coralville, IA, with 11 years of industry experience. Benjamin 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
1303 5th St Ste 305, Coralville, IA, 52241
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Regulatory History (1)
Criminal
April 2007Other Business ActivitiesSells Insurance
Benjamin is a lecturer at the University of Iowa Business School and earns commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns rental property and participates in tennis tournaments.
Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations27 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.