KS
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Keilah Sutton

8 Years of Experience
San Antonio, TX
Broker

Keilah Sutton is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in San Antonio, TX, with 8 years of industry experience. Keilah 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

San Antonio, TX

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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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Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
July 2023 - Present · 2 yrs 10 mos
Northwestern Mutual Investment Services, LLC
July 2023 - Present · 2 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
November 2022 - March 2023 · 4 mos
Northwestern Mutual Investment Services, LLCBroker
October 2021 - March 2023 · 1 yr 5 mos
Northwestern Mutual Investment Services,llc
November 2019 - June 2021 · 1 yr 7 mos
Northwestern Mutual Investment Services, LLCBroker
November 2019 - June 2021 · 1 yr 7 mos
Mcadam LLC
October 2016 - September 2019 · 2 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2016 - November 2017 · 1 yr 3 mos
State Registrations3 states
FLINTX
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.
Keilah Sutton - Financial Advisor | TrueAdvisor