KB
KB

Karina Beyda

10 Years of Experience
Milwaukee, WI
BrokerSells Insurance

Karina Beyda is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 10 years of industry experience. Karina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

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.

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Location

720 E Wisconsin Ave, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Karina is a health insurance and Medicare broker since 2015, dedicating minimal time to it. She is also a partner in KD Partners, LLC, managing the financial and accounting portion of the photography business, DB Photography Studio LLC, also dedicating minimal time to it.

Employment History
Current Registrations
Northwestern Mutual Investment Services, LLC
June 2021 - Present · 4 yrs 11 mos
Northwestern Mutual Investment Services,llc
June 2021 - Present · 4 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Gwn Securities INC.
March 2020 - March 2021 · 1 yr
Gwn Securities INC.Broker
March 2020 - March 2021 · 1 yr
AXA Advisors, LLC
February 2020 - February 2020 · 0 mos
AXA Advisors, LLCBroker
January 2015 - February 2020 · 5 yrs 1 mo
State Registrations2 states
NJWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.