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Korey Grow

10 Years of Experience
Fort Wayne, IN
BrokerSells Insurance

Korey Grow is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Fort Wayne, IN, with 10 years of industry experience. Korey 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

3302 Mallard Cove Lane, Fort Wayne, IN, 46804

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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

Korey may earn commissions from insurance companies or brokerage agencies not affiliated with Northwestern Mutual for sales of non-variable life, health, medicare, annuity, disability, and/or long-term care insurance products. This activity is not investment-related.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
December 2019 - Present · 6 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Securian Financial Services, INC.
June 2017 - October 2019 · 2 yrs 4 mos
Securian Financial Services, INC.Broker
January 2017 - October 2019 · 2 yrs 9 mos
Northwestern Mutual Investment Services, LLCBroker
November 2015 - January 2017 · 1 yr 2 mos
State Registrations15 states
CACTGAILINKYMIMONCNHNYOHTNTXWV
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.
Korey Grow - Financial Advisor | TrueAdvisor